JPMorgan Chase & Co’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28M | Sell |
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|
2025
Q2 | $42M | Sell |
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|
2025
Q1 | $31.3M | Sell |
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|
2024
Q4 | $44.5M | Buy |
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|
2024
Q3 | $22.4M | Buy |
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|
2024
Q2 | $2.59M | Buy |
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|
2024
Q1 | $2.74M | Sell |
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|
2023
Q4 | $7.63M | Sell |
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|
2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $12M | Sell |
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|
2023
Q1 | $21.5M | Buy |
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|
2022
Q4 | $974K | Sell |
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|
2022
Q3 | $3.55M | Sell |
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|
2022
Q2 | $10.3M | Buy |
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|
2022
Q1 | $27M | Buy |
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|
2021
Q4 | $12.7M | Buy |
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|
2021
Q3 | $11.9M | Buy |
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|
2021
Q2 | $3.29M | Buy |
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|
2021
Q1 | $2.45M | Buy |
|