JPMorgan Chase & Co’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
74,388
-200,433
| -73% | -$5.03M | ﹤0.01% | 3384 |
|
|
2025
Q1 | $6.58M | Buy |
274,821
+39,251
| +17% | +$940K | ﹤0.01% | 2483 |
|
|
2024
Q4 | $6.87M | Buy |
235,570
+53,173
| +29% | +$1.55M | ﹤0.01% | 2525 |
|
|
2024
Q3 | $5.83M | Buy |
182,397
+103,212
| +130% | +$3.3M | ﹤0.01% | 2548 |
|
|
2024
Q2 | $2.43M | Sell |
79,185
-72,243
| -48% | -$2.22M | ﹤0.01% | 2967 |
|
|
2024
Q1 | $5.33M | Sell |
151,428
-176,035
| -54% | -$6.2M | ﹤0.01% | 2535 |
|
|
2023
Q4 | $11.1M | Sell |
327,463
-77,279
| -19% | -$2.63M | ﹤0.01% | 2028 |
|
|
2023
Q3 | $11.9M | Sell |
404,742
-24,513
| -6% | -$722K | ﹤0.01% | 1855 |
|
|
2023
Q2 | $13.4M | Sell |
429,255
-3,924
| -0.9% | -$122K | ﹤0.01% | 1824 |
|
|
2023
Q1 | $10.6M | Buy |
433,179
+4,454
| +1% | +$109K | ﹤0.01% | 1960 |
|
|
2022
Q4 | $9.67M | Buy |
428,725
+103,539
| +32% | +$2.33M | ﹤0.01% | 1941 |
|
|
2022
Q3 | $5.69M | Buy |
325,186
+27,050
| +9% | +$474K | ﹤0.01% | 2252 |
|
|
2022
Q2 | $5.8M | Sell |
298,136
-117,719
| -28% | -$2.29M | ﹤0.01% | 2291 |
|
|
2022
Q1 | $10.5M | Buy |
415,855
+114,926
| +38% | +$2.89M | ﹤0.01% | 1996 |
|
|
2021
Q4 | $14.5M | Buy |
300,929
+96,861
| +47% | +$4.65M | ﹤0.01% | 1814 |
|
|
2021
Q3 | $11.5M | Sell |
204,068
-28,482
| -12% | -$1.6M | ﹤0.01% | 1953 |
|
|
2021
Q2 | $12.3M | Sell |
232,550
-252,513
| -52% | -$13.4M | ﹤0.01% | 1985 |
|
|
2021
Q1 | $28M | Sell |
485,063
-45,798
| -9% | -$2.64M | ﹤0.01% | 1354 |
|
|
2020
Q4 | $20.3M | Sell |
530,861
-107,009
| -17% | -$4.1M | ﹤0.01% | 1425 |
|
|
2020
Q3 | $19.3M | Buy |
637,870
+35,905
| +6% | +$1.09M | ﹤0.01% | 1338 |
|
|
2020
Q2 | $16.7M | Sell |
601,965
-425,726
| -41% | -$11.8M | ﹤0.01% | 1354 |
|
|
2020
Q1 | $14.5M | Sell |
1,027,691
-144,255
| -12% | -$2.04M | ﹤0.01% | 1317 |
|
|
2019
Q4 | $33.8M | Sell |
1,171,946
-143,379
| -11% | -$4.14M | 0.01% | 1054 |
|
|
2019
Q3 | $33.9M | Buy |
1,315,325
+52,831
| +4% | +$1.36M | 0.01% | 1054 |
|
|
2019
Q2 | $32.9M | Buy |
1,262,494
+95,538
| +8% | +$2.49M | 0.01% | 1084 |
|
|
2019
Q1 | $24.4M | Buy |
1,166,956
+1,146,319
| +5,555% | +$23.9M | 0.01% | 1231 |
|
|
2018
Q4 | $334K | Sell |
20,637
-1,525,087
| -99% | -$24.7M | ﹤0.01% | 3572 |
|
|
2018
Q3 | $22.2M | Buy |
1,545,724
+91,965
| +6% | +$1.32M | ﹤0.01% | 1369 |
|
|
2018
Q2 | $21.4M | Buy |
1,453,759
+5,961
| +0.4% | +$87.7K | ﹤0.01% | 1340 |
|
|
2018
Q1 | $12.5M | Buy |
1,447,798
+126,960
| +10% | +$1.1M | ﹤0.01% | 1641 |
|
|
2017
Q4 | $14.7M | Sell |
1,320,838
-97,810
| -7% | -$1.09M | ﹤0.01% | 1574 |
|
|
2017
Q3 | $16.4M | Buy |
1,418,648
+189,506
| +15% | +$2.19M | ﹤0.01% | 1461 |
|
|
2017
Q2 | $14.4M | Buy |
1,229,142
+1,128,785
| +1,125% | +$13.2M | ﹤0.01% | 1496 |
|
|
2017
Q1 | $890K | Sell |
100,357
-2,287,567
| -96% | -$20.3M | ﹤0.01% | 2932 |
|
|
2016
Q4 | $26.9M | Buy |
2,387,924
+457,961
| +24% | +$5.15M | 0.01% | 1133 |
|
|
2016
Q3 | $24.4M | Buy |
1,929,963
+1,667,921
| +637% | +$21.1M | 0.01% | 1124 |
|
|
2016
Q2 | $3.22M | Buy |
262,042
+261,772
| +96,953% | +$3.21M | ﹤0.01% | 2241 |
|
|
2016
Q1 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 3913 |
|
|
2014
Q4 | – | Sell |
-15,928
| Closed | -$483K | – | 3506 |
|
|
2014
Q3 | $483K | Sell |
15,928
-270
| -2% | -$8.19K | ﹤0.01% | 3019 |
|
|
2014
Q2 | $465K | Buy |
16,198
+974
| +6% | +$28K | ﹤0.01% | 3069 |
|
|
2014
Q1 | $405K | Sell |
15,224
-44,332
| -74% | -$1.18M | ﹤0.01% | 3127 |
|
|
2013
Q4 | $1.99M | Sell |
59,556
-112,268
| -65% | -$3.74M | ﹤0.01% | 2556 |
|
|
2013
Q3 | $6.55M | Sell |
171,824
-40,640
| -19% | -$1.55M | ﹤0.01% | 1879 |
|
|
2013
Q2 | $7.98M | Buy |
+212,464
| New | +$7.98M | ﹤0.01% | 1681 |
|