Fred Upton
Fred Upton Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 28, 2009. Includes 41 assets.
Est. Net Worth
$740K
2009 annual disclosure
Total Assets
$351K - $1.1M
41 assets
Total Liabilities
$0
0 liabilities
Total Trades
604
From PTR filings
Trade Volume
$12.5M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Bank & Cash$274K (5)
Other$175K (1)
Stocks$152K (29)
Mutual Funds$132K (5)
Real Estate$8K (1)
Top Stock Holdings (from trades)
All Assets (41)
| Asset | Value |
|---|---|
JP Morgan Global Equity Funds | $15,001 - $50,000 |
JP Morgan | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$1.4M
Consumer Cyclical$1M
Technology$1.2M
Consumer Defensive$534K
Basic Materials$161K
Manufacturing$65K
Healthcare$532K
Energy$337K
Communication Services
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).
