JP Morgan Chase
UMPQ

JP Morgan Chase’s Umpqua Holdings Corp UMPQ Stock Holding History

JP Morgan Chase’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,182,934
Closed -$21.1M – 7487
2022
Q4 		$21.1M Buy
1,182,934
+581,812
+97% +$11M ﹤0.01% 1632
2022
Q3 		$10.3M Buy
601,122
+7,424
+1% +$132K ﹤0.01% 2134
2022
Q2 		$9.96M Sell
593,698
-665,232
-53% -$11.5M ﹤0.01% 2166
2022
Q1 		$23.7M Buy
1,258,930
+385,236
+44% +$7.89M ﹤0.01% 1642
2021
Q4 		$16.8M Buy
873,694
+15,527
+2% +$314K ﹤0.01% 1964
2021
Q3 		$17.4M Sell
858,167
-119,642
-12% -$2.29M ﹤0.01% 1880
2021
Q2 		$18M Sell
977,809
-10,324
-1% -$192K ﹤0.01% 1933
2021
Q1 		$17.3M Sell
988,133
-626,345
-39% -$10.6M ﹤0.01% 1880
2020
Q4 		$24.4M Sell
1,614,478
-16,270
-1% -$223K ﹤0.01% 1477
2020
Q3 		$17.4M Sell
1,630,748
-138,475
-8% -$1.53M ﹤0.01% 1593
2020
Q2 		$18.8M Sell
1,769,223
-4,939
-0.3% -$55.3K ﹤0.01% 1405
2020
Q1 		$19.3M Sell
1,774,162
-212,239
-11% -$3.3M ﹤0.01% 1282
2019
Q4 		$35.2M Sell
1,986,401
-302,388
-13% -$5M 0.01% 1171
2019
Q3 		$37.7M Buy
2,288,789
+232,367
+11% +$3.82M 0.01% 1106
2019
Q2 		$33.7M Sell
2,056,422
-82,183
-4% -$1.39M 0.01% 1205
2019
Q1 		$35.3M Sell
2,138,605
-6,258
-0.3% -$110K 0.01% 1160
2018
Q4 		$34.1M Buy
2,144,863
+466,460
+28% +$8.77M 0.01% 1107
2018
Q3 		$34.9M Sell
1,678,403
-727,157
-30% -$15.9M 0.01% 1251
2018
Q2 		$54.3M Buy
2,405,560
+693,021
+40% +$16.2M 0.01% 923
2018
Q1 		$36.7M Sell
1,712,539
-446,153
-21% -$9.74M 0.01% 1116
2017
Q4 		$44.9M Buy
2,158,692
+235,533
+12% +$4.87M 0.01% 1043
2017
Q3 		$37.8M Buy
1,923,159
+74,244
+4% +$1.35M 0.01% 1086
2017
Q2 		$33.9M Sell
1,848,915
-2,035,350
-52% -$36.1M 0.01% 1121
2017
Q1 		$68.9M Sell
3,884,265
-455,071
-10% -$8.36M 0.02% 781
2016
Q4 		$81.5M Buy
4,339,336
+447,987
+12% +$7.63M 0.02% 662
2016
Q3 		$58.6M Sell
3,891,349
-246,170
-6% -$3.84M 0.01% 764
2016
Q2 		$64M Sell
4,137,519
-13,546
-0.3% -$211K 0.02% 735
2016
Q1 		$65.8M Buy
4,151,065
+342,742
+9% +$5.17M 0.02% 698
2015
Q4 		$60.6M Sell
3,808,323
-214,534
-5% -$3.62M 0.02% 726
2015
Q3 		$65.6M Sell
4,022,857
-32,780
-0.8% -$564K 0.02% 679
2015
Q2 		$73M Sell
4,055,637
-135,059
-3% -$2.39M 0.02% 726
2015
Q1 		$72M Buy
4,190,696
+249,142
+6% +$4.11M 0.02% 748
2014
Q4 		$67M Buy
3,941,554
+189,438
+5% +$3.21M 0.02% 796
2014
Q3 		$61.8M Sell
3,752,116
-77,011
-2% -$1.32M 0.01% 804
2014
Q2 		$68.6M Buy
3,829,127
+652,219
+21% +$11.3M 0.02% 704
2014
Q1 		$59.2M Sell
3,176,908
-389,601
-11% -$7.06M 0.02% 731
2013
Q4 		$68.3M Sell
3,566,509
-460,364
-11% -$8.06M 0.02% 666
2013
Q3 		$65.3M Sell
4,026,873
-565,877
-12% -$9.34M 0.02% 697
2013
Q2 		$68.9M Buy
+4,592,750
New +$60.7M 0.02% 638

Other funds holding UMPQ

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

JP Morgan Chase's UMPQ Position: Q1 2023 in Review

JP Morgan Chase sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 1,182,934 shares — an estimated $21.1M sold.

JP Morgan Chase first reported a position in UMPQ in Q2 2013 and held it in 39 quarters. The position peaked at $81.5M in Q4 2016. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • JP Morgan Chase reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 1,182,934 Umpqua Holdings Corp shares in Q1 2023, an estimated $21.1M.
  • JP Morgan Chase first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 39 quarters.
  • JP Morgan Chase's Umpqua Holdings Corp position peaked at $81.5M in Q4 2016.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.