J.P. Morgan Private Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-75,475
| Closed | -$1.35M | – | 2024 |
|
|
2022
Q4 | $1.35M | Buy |
75,475
+3,593
| +5% | +$64.1K | ﹤0.01% | 1012 |
|
|
2022
Q3 | $1.23M | Sell |
71,882
-2,479
| -3% | -$42.4K | ﹤0.01% | 1044 |
|
|
2022
Q2 | $1.25M | Buy |
74,361
+514
| +0.7% | +$8.62K | ﹤0.01% | 1026 |
|
|
2022
Q1 | $1.39M | Sell |
73,847
-4,866
| -6% | -$91.8K | ﹤0.01% | 1057 |
|
|
2021
Q4 | $1.51M | Sell |
78,713
-9,166
| -10% | -$176K | ﹤0.01% | 1039 |
|
|
2021
Q3 | $1.78M | Buy |
87,879
+3,878
| +5% | +$78.5K | ﹤0.01% | 944 |
|
|
2021
Q2 | $1.55M | Buy |
84,001
+6,966
| +9% | +$129K | ﹤0.01% | 994 |
|
|
2021
Q1 | $1.35M | Buy |
77,035
+18,690
| +32% | +$328K | ﹤0.01% | 910 |
|
|
2020
Q4 | $883K | Buy |
58,345
+3,641
| +7% | +$55.1K | ﹤0.01% | 1048 |
|
|
2020
Q3 | $581K | Sell |
54,704
-2,622
| -5% | -$27.8K | ﹤0.01% | 1092 |
|
|
2020
Q2 | $610K | Buy |
57,326
+32,230
| +128% | +$343K | ﹤0.01% | 1003 |
|
|
2020
Q1 | $274K | Buy |
+25,096
| New | +$274K | ﹤0.01% | 1169 |
|
|
2018
Q1 | – | Sell |
-10,114
| Closed | -$210K | – | 1387 |
|
|
2017
Q4 | $210K | Buy |
+10,114
| New | +$210K | ﹤0.01% | 1173 |
|
|
2017
Q1 | – | Sell |
-10,141
| Closed | -$191K | – | 1381 |
|
|
2016
Q4 | $191K | Buy |
+10,141
| New | +$191K | ﹤0.01% | 1172 |
|