JF
UPBD icon

Jump Financial’s Upbound Group UPBD Stock Holding History

Jump Financial’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$779K Buy
+43,184
New +$841K 0.01% 1031
2023
Q1 		– Sell
-21,844
Closed -$493K – 2086
2022
Q4 		$493K Sell
21,844
-25,376
-54% -$544K 0.03% 785
2022
Q3 		$826K Sell
47,220
-8,580
-15% -$214K 0.03% 688
2022
Q2 		$1.09M Sell
55,800
-1,131
-2% -$28.2K 0.05% 536
2022
Q1 		$1.43M Buy
+56,931
New +$2.06M 0.06% 388
2020
Q4 		– Sell
-26,500
Closed -$792K – 1189
2020
Q3 		$792K Buy
+26,500
New +$784K 0.16% 198

Other funds holding UPBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return