JPMorgan Chase & Co’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,477
| Closed | -$32.8K | – | 6619 |
|
|
2025
Q1 | $32.8K | Sell |
11,477
-2,587
| -18% | -$7.4K | ﹤0.01% | 5155 |
|
|
2024
Q4 | $61K | Buy |
+14,064
| New | +$61K | ﹤0.01% | 4944 |
|
|
2024
Q2 | – | Sell |
-39,889
| Closed | -$123K | – | 6562 |
|
|
2024
Q1 | $123K | Sell |
39,889
-56,825
| -59% | -$176K | ﹤0.01% | 4649 |
|
|
2023
Q4 | $409K | Sell |
96,714
-186,101
| -66% | -$787K | ﹤0.01% | 4019 |
|
|
2023
Q3 | $1.31M | Buy |
282,815
+93,506
| +49% | +$432K | ﹤0.01% | 3261 |
|
|
2023
Q2 | $682K | Sell |
189,309
-676,605
| -78% | -$2.44M | ﹤0.01% | 3626 |
|
|
2023
Q1 | $3.72M | Buy |
865,914
+111,834
| +15% | +$481K | ﹤0.01% | 2628 |
|
|
2022
Q4 | $5.38M | Buy |
754,080
+738,035
| +4,600% | +$5.26M | ﹤0.01% | 2330 |
|
|
2022
Q3 | $130K | Buy |
16,045
+293
| +2% | +$2.37K | ﹤0.01% | 4363 |
|
|
2022
Q2 | $229K | Buy |
15,752
+2,064
| +15% | +$30K | ﹤0.01% | 4262 |
|
|
2022
Q1 | $241K | Sell |
13,688
-24,376
| -64% | -$429K | ﹤0.01% | 4357 |
|
|
2021
Q4 | $683K | Sell |
38,064
-182,768
| -83% | -$3.28M | ﹤0.01% | 3897 |
|
|
2021
Q3 | $7.38M | Buy |
220,832
+59,145
| +37% | +$1.98M | ﹤0.01% | 2303 |
|
|
2021
Q2 | $6.66M | Buy |
161,687
+29,698
| +23% | +$1.22M | ﹤0.01% | 2452 |
|
|
2021
Q1 | $6.23M | Buy |
131,989
+10,874
| +9% | +$513K | ﹤0.01% | 2490 |
|
|
2020
Q4 | $5.56M | Buy |
121,115
+28,640
| +31% | +$1.31M | ﹤0.01% | 2359 |
|
|
2020
Q3 | $3.48M | Buy |
92,475
+22,089
| +31% | +$830K | ﹤0.01% | 2443 |
|
|
2020
Q2 | $2.45M | Buy |
70,386
+15,476
| +28% | +$538K | ﹤0.01% | 2572 |
|
|
2020
Q1 | $1.47M | Buy |
54,910
+8,475
| +18% | +$227K | ﹤0.01% | 2756 |
|
|
2019
Q4 | $1.66M | Buy |
46,435
+38,929
| +519% | +$1.39M | ﹤0.01% | 2800 |
|
|
2019
Q3 | $262K | Buy |
7,506
+1,333
| +22% | +$46.5K | ﹤0.01% | 3628 |
|
|
2019
Q2 | $271K | Buy |
6,173
+2,336
| +61% | +$103K | ﹤0.01% | 3647 |
|
|
2019
Q1 | $163K | Sell |
3,837
-5,930
| -61% | -$252K | ﹤0.01% | 3843 |
|
|
2018
Q4 | $265K | Buy |
9,767
+6,124
| +168% | +$166K | ﹤0.01% | 3675 |
|
|
2018
Q3 | $118K | Sell |
3,643
-53,068
| -94% | -$1.72M | ﹤0.01% | 4054 |
|
|
2018
Q2 | $1.95M | Sell |
56,711
-49,982
| -47% | -$1.72M | ﹤0.01% | 2822 |
|
|
2018
Q1 | $3.07M | Buy |
106,693
+37,248
| +54% | +$1.07M | ﹤0.01% | 2512 |
|
|
2017
Q4 | $1.5M | Buy |
69,445
+39,779
| +134% | +$862K | ﹤0.01% | 2866 |
|
|
2017
Q3 | $626K | Buy |
29,666
+29,320
| +8,474% | +$619K | ﹤0.01% | 3118 |
|
|
2017
Q2 | $8K | Buy |
+346
| New | +$8K | ﹤0.01% | 4078 |
|