UMB Private Wealth Management, LLC’s JPMorgan Chase JPM Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$933K	Buy	+2,820	New	+$986K	0.9%	18

Other funds holding JPM

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

UMB Private Wealth Management, LLC's JPM Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in JPMorgan Chase (JPM) in Q3 2026: 2,820 shares worth $933K. The stake represents 0.9% of the portfolio and ranks #18 among its holdings.

1,918 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

UMB Private Wealth Management, LLC held 2,820 shares of JPMorgan Chase worth $933K as of Q3 2026.
JPMorgan Chase was a new UMB Private Wealth Management, LLC position in Q3 2026.
JPMorgan Chase made up 0.9% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #18 holding.
1,918 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.