JMPWA
UMPQ

JP Morgan Private Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

JP Morgan Private Wealth Advisors’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
-75,475
Closed -$1.35M – 2024
2022
Q4 		$1.35M Buy
75,475
+3,593
+5% +$67.7K ﹤0.01% 1012
2022
Q3 		$1.23M Sell
71,882
-2,479
-3% -$44.1K ﹤0.01% 1044
2022
Q2 		$1.25M Buy
74,361
+514
+0.7% +$8.91K ﹤0.01% 1026
2022
Q1 		$1.39M Sell
73,847
-4,866
-6% -$99.7K ﹤0.01% 1057
2021
Q4 		$1.51M Sell
78,713
-9,166
-10% -$185K ﹤0.01% 1039
2021
Q3 		$1.78M Buy
87,879
+3,878
+5% +$74.3K ﹤0.01% 944
2021
Q2 		$1.55M Buy
84,001
+6,966
+9% +$130K ﹤0.01% 994
2021
Q1 		$1.35M Buy
77,035
+18,690
+32% +$316K ﹤0.01% 910
2020
Q4 		$883K Buy
58,345
+3,641
+7% +$49.9K ﹤0.01% 1048
2020
Q3 		$581K Sell
54,704
-2,622
-5% -$28.9K ﹤0.01% 1092
2020
Q2 		$610K Buy
57,326
+32,230
+128% +$361K ﹤0.01% 1003
2020
Q1 		$274K Buy
+25,096
New +$390K ﹤0.01% 1169
2018
Q1 		– Sell
-10,114
Closed -$210K – 1397
2017
Q4 		$210K Buy
+10,114
New +$209K ﹤0.01% 1173
2017
Q1 		– Sell
-10,141
Closed -$191K – 1381
2016
Q4 		$191K Buy
+10,141
New +$173K ﹤0.01% 1172

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 Private Wealth Advisors's UMPQ Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 75,475 shares — an estimated $1.35M sold.

JP Morgan Private Wealth Advisors first reported a position in UMPQ in Q4 2016 and held it in 14 quarters. The position peaked at $1.78M in Q3 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 75,475 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.35M.
  • JP Morgan Private Wealth Advisors first reported a position in Umpqua Holdings Corp in Q4 2016 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Umpqua Holdings Corp position peaked at $1.78M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.