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Upstart Hldgs shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Upstart Hldgs

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All positions including Upstart Hldgs held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-03-31 $948k 38k 24.77
2025-12-31 $613k 14k 43.73
2025-09-30 $629k 11k 57.35
2025-06-30 $558k 8.8k 63.43
2025-03-31 $319k 6.8k 47.29
2024-12-31 $339k 5.5k 61.57
2024-09-30 $218k 5.3k 40.85

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Index Tr Etf (VTV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Spdr Ser Tr Etf (SPYM)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Ishares Russell 1000 Etf (IWB)
Ishares Broad Usd High Yield Etf (USHY)
Vanguard Ftse Developed Etf (VEA)

View all positions for Jones Financial Companies, L.L

Top funds holding Upstart Hldgs

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Clear Street Group
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Barclays

View all funds holding Upstart Hldgs