JPMorgan Chase & Co’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2M | Sell |
315,379
-73,783
| -19% | -$7.76M | ﹤0.01% | 1435 |
|
|
2025
Q1 | $39.3M | Sell |
389,162
-26,445
| -6% | -$2.67M | ﹤0.01% | 1296 |
|
|
2024
Q4 | $46.9M | Buy |
415,607
+98,427
| +31% | +$11.1M | ﹤0.01% | 1212 |
|
|
2024
Q3 | $33.3M | Sell |
317,180
-46,392
| -13% | -$4.88M | ﹤0.01% | 1405 |
|
|
2024
Q2 | $30.3M | Buy |
363,572
+154,244
| +74% | +$12.9M | ﹤0.01% | 1387 |
|
|
2024
Q1 | $18.2M | Buy |
209,328
+34,722
| +20% | +$3.02M | ﹤0.01% | 1746 |
|
|
2023
Q4 | $14.6M | Buy |
174,606
+37,076
| +27% | +$3.1M | ﹤0.01% | 1837 |
|
|
2023
Q3 | $8.53M | Sell |
137,530
-22,455
| -14% | -$1.39M | ﹤0.01% | 2076 |
|
|
2023
Q2 | $9.74M | Sell |
159,985
-46,298
| -22% | -$2.82M | ﹤0.01% | 2055 |
|
|
2023
Q1 | $11.9M | Sell |
206,283
-16,867
| -8% | -$974K | ﹤0.01% | 1874 |
|
|
2022
Q4 | $18.6M | Sell |
223,150
-128,865
| -37% | -$10.8M | ﹤0.01% | 1480 |
|
|
2022
Q3 | $29.7M | Sell |
352,015
-68,673
| -16% | -$5.79M | ﹤0.01% | 1178 |
|
|
2022
Q2 | $36.2M | Buy |
420,688
+78,811
| +23% | +$6.79M | 0.01% | 1104 |
|
|
2022
Q1 | $33.2M | Sell |
341,877
-31,241
| -8% | -$3.04M | ﹤0.01% | 1246 |
|
|
2021
Q4 | $39.6M | Buy |
373,118
+10,497
| +3% | +$1.11M | ﹤0.01% | 1188 |
|
|
2021
Q3 | $35.1M | Sell |
362,621
-416
| -0.1% | -$40.2K | ﹤0.01% | 1233 |
|
|
2021
Q2 | $33.8M | Sell |
363,037
-37,663
| -9% | -$3.5M | ﹤0.01% | 1278 |
|
|
2021
Q1 | $37M | Sell |
400,700
-18,385
| -4% | -$1.7M | ﹤0.01% | 1199 |
|
|
2020
Q4 | $28.9M | Sell |
419,085
-11,388
| -3% | -$786K | ﹤0.01% | 1220 |
|
|
2020
Q3 | $21M | Buy |
430,473
+26,172
| +6% | +$1.27M | ﹤0.01% | 1302 |
|
|
2020
Q2 | $20.8M | Sell |
404,301
-66,712
| -14% | -$3.44M | ﹤0.01% | 1229 |
|
|
2020
Q1 | $21.8M | Buy |
471,013
+2,442
| +0.5% | +$113K | 0.01% | 1090 |
|
|
2019
Q4 | $32.2M | Buy |
468,571
+13,416
| +3% | +$921K | 0.01% | 1076 |
|
|
2019
Q3 | $29.4M | Buy |
455,155
+12,583
| +3% | +$813K | 0.01% | 1133 |
|
|
2019
Q2 | $28.6M | Buy |
442,572
+15,478
| +4% | +$999K | 0.01% | 1149 |
|
|
2019
Q1 | $27.4M | Sell |
427,094
-8,309
| -2% | -$532K | 0.01% | 1160 |
|
|
2018
Q4 | $26.5M | Sell |
435,403
-88,241
| -17% | -$5.38M | 0.01% | 1084 |
|
|
2018
Q3 | $37.1M | Sell |
523,644
-26,382
| -5% | -$1.87M | 0.01% | 1063 |
|
|
2018
Q2 | $41.9M | Buy |
550,026
+45,958
| +9% | +$3.5M | 0.01% | 964 |
|
|
2018
Q1 | $36.5M | Sell |
504,068
-23,469
| -4% | -$1.7M | 0.01% | 1025 |
|
|
2017
Q4 | $37.9M | Buy |
527,537
+44,421
| +9% | +$3.19M | 0.01% | 1015 |
|
|
2017
Q3 | $35.9M | Sell |
483,116
-79,985
| -14% | -$5.95M | 0.01% | 1003 |
|
|
2017
Q2 | $42.2M | Buy |
563,101
+26,996
| +5% | +$2.02M | 0.01% | 921 |
|
|
2017
Q1 | $40.4M | Sell |
536,105
-1,546
| -0.3% | -$116K | 0.01% | 940 |
|
|
2016
Q4 | $41.5M | Buy |
537,651
+118,869
| +28% | +$9.17M | 0.01% | 901 |
|
|
2016
Q3 | $24.9M | Buy |
418,782
+9,778
| +2% | +$581K | 0.01% | 1114 |
|
|
2016
Q2 | $21.8M | Sell |
409,004
-10,162
| -2% | -$541K | 0.01% | 1187 |
|
|
2016
Q1 | $21.6M | Buy |
419,166
+3,957
| +1% | +$204K | 0.01% | 1159 |
|
|
2015
Q4 | $19.3M | Buy |
415,209
+550
| +0.1% | +$25.6K | ﹤0.01% | 1201 |
|
|
2015
Q3 | $21.1M | Buy |
414,659
+8,871
| +2% | +$451K | 0.01% | 1122 |
|
|
2015
Q2 | $23.1M | Sell |
405,788
-154,350
| -28% | -$8.8M | 0.01% | 1188 |
|
|
2015
Q1 | $29.6M | Buy |
560,138
+6,116
| +1% | +$323K | 0.01% | 1095 |
|
|
2014
Q4 | $31.5M | Buy |
554,022
+3,135
| +0.6% | +$178K | 0.01% | 1063 |
|
|
2014
Q3 | $30.1M | Sell |
550,887
-18,310
| -3% | -$999K | 0.01% | 1069 |
|
|
2014
Q2 | $36.1M | Buy |
569,197
+19,752
| +4% | +$1.25M | 0.01% | 999 |
|
|
2014
Q1 | $35.5M | Buy |
549,445
+4,588
| +0.8% | +$297K | 0.01% | 977 |
|
|
2013
Q4 | $35M | Sell |
544,857
-3,917
| -0.7% | -$252K | 0.01% | 940 |
|
|
2013
Q3 | $29.8M | Buy |
548,774
+206,959
| +61% | +$11.2M | 0.01% | 1029 |
|
|
2013
Q2 | $19M | Buy |
+341,815
| New | +$19M | 0.01% | 1201 |
|