JP Morgan Chase’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44M | Sell |
306,503
-4,380
| -1% | -$563K | ﹤0.01% | 1570 |
|
|
2026
Q1 | $34.2M | Sell |
310,883
-58,176
| -16% | -$7M | ﹤0.01% | 1641 |
|
|
2025
Q4 | $42.5M | Buy |
369,059
+52,121
| +16% | +$5.9M | ﹤0.01% | 1463 |
|
|
2025
Q3 | $37.5M | Buy |
316,938
+1,559
| +0.5% | +$180K | ﹤0.01% | 1602 |
|
|
2025
Q2 | $33.2M | Sell |
315,379
-73,783
| -19% | -$7.36M | ﹤0.01% | 1601 |
|
|
2025
Q1 | $39.3M | Sell |
389,162
-26,445
| -6% | -$2.92M | ﹤0.01% | 1448 |
|
|
2024
Q4 | $46.9M | Buy |
415,607
+98,427
| +31% | +$11.4M | ﹤0.01% | 1368 |
|
|
2024
Q3 | $33.3M | Sell |
317,180
-46,392
| -13% | -$4.52M | ﹤0.01% | 1605 |
|
|
2024
Q2 | $30.3M | Buy |
363,572
+154,244
| +74% | +$12.6M | ﹤0.01% | 1544 |
|
|
2024
Q1 | $18.2M | Buy |
209,328
+34,722
| +20% | +$2.82M | ﹤0.01% | 1964 |
|
|
2023
Q4 | $14.6M | Buy |
174,606
+37,076
| +27% | +$2.61M | ﹤0.01% | 2111 |
|
|
2023
Q3 | $8.53M | Sell |
137,530
-22,455
| -14% | -$1.46M | ﹤0.01% | 2386 |
|
|
2023
Q2 | $9.74M | Sell |
159,985
-46,298
| -22% | -$2.76M | ﹤0.01% | 2308 |
|
|
2023
Q1 | $11.9M | Sell |
206,283
-16,867
| -8% | -$1.37M | ﹤0.01% | 2133 |
|
|
2022
Q4 | $18.6M | Sell |
223,150
-128,865
| -37% | -$10.8M | ﹤0.01% | 1724 |
|
|
2022
Q3 | $29.7M | Sell |
352,015
-68,673
| -16% | -$6.21M | ﹤0.01% | 1322 |
|
|
2022
Q2 | $36.2M | Buy |
420,688
+78,811
| +23% | +$7.14M | 0.01% | 1211 |
|
|
2022
Q1 | $33.2M | Sell |
341,877
-31,241
| -8% | -$3.19M | ﹤0.01% | 1400 |
|
|
2021
Q4 | $39.6M | Buy |
373,118
+10,497
| +3% | +$1.08M | ﹤0.01% | 1337 |
|
|
2021
Q3 | $35.1M | Sell |
362,621
-416
| -0.1% | -$37.9K | ﹤0.01% | 1372 |
|
|
2021
Q2 | $33.8M | Sell |
363,037
-37,663
| -9% | -$3.58M | ﹤0.01% | 1426 |
|
|
2021
Q1 | $37M | Sell |
400,700
-18,385
| -4% | -$1.52M | ﹤0.01% | 1306 |
|
|
2020
Q4 | $28.9M | Sell |
419,085
-11,388
| -3% | -$730K | ﹤0.01% | 1362 |
|
|
2020
Q3 | $21M | Buy |
430,473
+26,172
| +6% | +$1.32M | ﹤0.01% | 1469 |
|
|
2020
Q2 | $20.8M | Sell |
404,301
-66,712
| -14% | -$3.27M | ﹤0.01% | 1350 |
|
|
2020
Q1 | $21.8M | Buy |
471,013
+2,442
| +0.5% | +$149K | 0.01% | 1194 |
|
|
2019
Q4 | $32.2M | Buy |
468,571
+13,416
| +3% | +$890K | 0.01% | 1225 |
|
|
2019
Q3 | $29.4M | Buy |
455,155
+12,583
| +3% | +$813K | 0.01% | 1301 |
|
|
2019
Q2 | $28.6M | Buy |
442,572
+15,478
| +4% | +$1.02M | 0.01% | 1311 |
|
|
2019
Q1 | $27.4M | Sell |
427,094
-8,309
| -2% | -$549K | 0.01% | 1321 |
|
|
2018
Q4 | $26.5M | Sell |
435,403
-88,241
| -17% | -$5.72M | 0.01% | 1260 |
|
|
2018
Q3 | $37.1M | Sell |
523,644
-26,382
| -5% | -$1.98M | 0.01% | 1199 |
|
|
2018
Q2 | $41.9M | Buy |
550,026
+45,958
| +9% | +$3.53M | 0.01% | 1065 |
|
|
2018
Q1 | $36.5M | Sell |
504,068
-23,469
| -4% | -$1.76M | 0.01% | 1120 |
|
|
2017
Q4 | $37.9M | Buy |
527,537
+44,421
| +9% | +$3.26M | 0.01% | 1135 |
|
|
2017
Q3 | $35.9M | Sell |
483,116
-79,985
| -14% | -$5.6M | 0.01% | 1111 |
|
|
2017
Q2 | $42.2M | Buy |
563,101
+26,996
| +5% | +$1.98M | 0.01% | 1006 |
|
|
2017
Q1 | $40.4M | Sell |
536,105
-1,546
| -0.3% | -$118K | 0.01% | 1044 |
|
|
2016
Q4 | $41.5M | Buy |
537,651
+118,869
| +28% | +$8.26M | 0.01% | 1000 |
|
|
2016
Q3 | $24.9M | Buy |
418,782
+9,778
| +2% | +$560K | 0.01% | 1238 |
|
|
2016
Q2 | $21.8M | Sell |
409,004
-10,162
| -2% | -$552K | 0.01% | 1333 |
|
|
2016
Q1 | $21.6M | Buy |
419,166
+3,957
| +1% | +$190K | 0.01% | 1282 |
|
|
2015
Q4 | $19.3M | Buy |
415,209
+550
| +0.1% | +$27.8K | ﹤0.01% | 1347 |
|
|
2015
Q3 | $21.1M | Buy |
414,659
+8,871
| +2% | +$468K | 0.01% | 1230 |
|
|
2015
Q2 | $23.1M | Sell |
405,788
-154,350
| -28% | -$8.3M | 0.01% | 1314 |
|
|
2015
Q1 | $29.6M | Buy |
560,138
+6,116
| +1% | +$317K | 0.01% | 1182 |
|
|
2014
Q4 | $31.5M | Buy |
554,022
+3,135
| +0.6% | +$177K | 0.01% | 1199 |
|
|
2014
Q3 | $30.1M | Sell |
550,887
-18,310
| -3% | -$1.06M | 0.01% | 1201 |
|
|
2014
Q2 | $36.1M | Buy |
569,197
+19,752
| +4% | +$1.18M | 0.01% | 1017 |
|
|
2014
Q1 | $35.5M | Buy |
549,445
+4,588
| +0.8% | +$287K | 0.01% | 998 |
|
|
2013
Q4 | $35M | Sell |
544,857
-3,917
| -0.7% | -$238K | 0.01% | 990 |
|
|
2013
Q3 | $29.8M | Buy |
548,774
+206,959
| +61% | +$12.1M | 0.01% | 1085 |
|
|
2013
Q2 | $19M | Buy |
+341,815
| New | +$17.4M | 0.01% | 1283 |
|
Other funds holding UMBF
UB
JP Morgan Chase's UMBF Position: Q2 2026 in Review
JP Morgan Chase reduced its UMB Financial (UMBF) stake by 1.4% in Q2 2026, selling an estimated $563K and leaving 306,503 shares worth $44M. The position accounts for ﹤0.01% of the portfolio, ranked #1570.
JP Morgan Chase first reported a position in UMBF in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.9M in Q4 2024. 480 funds tracked by Wall St. Rank hold UMBF as of Q2 2026.
- JP Morgan Chase held 306,503 shares of UMB Financial worth $44M as of Q2 2026.
- JP Morgan Chase sold 4,380 UMB Financial shares in Q2 2026, an estimated $563K.
- UMB Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1570 holding.
- JP Morgan Chase first reported a position in UMB Financial in Q2 2013 and has held it in 53 quarters since.
- JP Morgan Chase's UMB Financial position peaked at $46.9M in Q4 2024.
- 480 funds tracked by Wall St. Rank held UMB Financial as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.