JPMorgan Chase & Co’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42M | Sell |
649,435
-29,620
| -4% | -$1.92M | ﹤0.01% | 1300 |
|
|
2025
Q1 | $31.3M | Sell |
679,055
-44,251
| -6% | -$2.04M | ﹤0.01% | 1406 |
|
|
2024
Q4 | $44.5M | Buy |
723,306
+164,107
| +29% | +$10.1M | ﹤0.01% | 1243 |
|
|
2024
Q3 | $22.4M | Buy |
559,199
+449,521
| +410% | +$18M | ﹤0.01% | 1637 |
|
|
2024
Q2 | $2.59M | Buy |
109,678
+7,897
| +8% | +$186K | ﹤0.01% | 2924 |
|
|
2024
Q1 | $2.74M | Sell |
101,781
-84,960
| -45% | -$2.28M | ﹤0.01% | 2946 |
|
|
2023
Q4 | $7.63M | Sell |
186,741
-181,057
| -49% | -$7.4M | ﹤0.01% | 2298 |
|
|
2023
Q3 | $10.5M | Buy |
367,798
+32,740
| +10% | +$934K | ﹤0.01% | 1937 |
|
|
2023
Q2 | $12M | Sell |
335,058
-1,019,358
| -75% | -$36.5M | ﹤0.01% | 1920 |
|
|
2023
Q1 | $21.5M | Buy |
1,354,416
+1,280,682
| +1,737% | +$20.4M | ﹤0.01% | 1428 |
|
|
2022
Q4 | $974K | Sell |
73,734
-96,871
| -57% | -$1.28M | ﹤0.01% | 3366 |
|
|
2022
Q3 | $3.55M | Sell |
170,605
-155,118
| -48% | -$3.22M | ﹤0.01% | 2561 |
|
|
2022
Q2 | $10.3M | Buy |
325,723
+77,961
| +31% | +$2.47M | ﹤0.01% | 1860 |
|
|
2022
Q1 | $27M | Buy |
247,762
+163,747
| +195% | +$17.9M | ﹤0.01% | 1349 |
|
|
2021
Q4 | $12.7M | Buy |
84,015
+46,344
| +123% | +$7.01M | ﹤0.01% | 1915 |
|
|
2021
Q3 | $11.9M | Buy |
37,671
+11,329
| +43% | +$3.59M | ﹤0.01% | 1928 |
|
|
2021
Q2 | $3.29M | Buy |
26,342
+7,360
| +39% | +$919K | ﹤0.01% | 2905 |
|
|
2021
Q1 | $2.45M | Buy |
+18,982
| New | +$2.45M | ﹤0.01% | 3110 |
|