UB
UMB Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Sell |
423,014
-11,300
| -3% | -$3.28M | 1.91% | 11 |
|
|
2025
Q1 | $107M | Sell |
434,314
-42,405
| -9% | -$10.4M | 1.76% | 11 |
|
|
2024
Q4 | $114M | Sell |
476,719
-7,817
| -2% | -$1.87M | 1.81% | 12 |
|
|
2024
Q3 | $102M | Sell |
484,536
-10,175
| -2% | -$2.15M | 1.59% | 14 |
|
|
2024
Q2 | $100M | Sell |
494,711
-2,470
| -0.5% | -$500K | 1.64% | 13 |
|
|
2024
Q1 | $99.6M | Sell |
497,181
-10,132
| -2% | -$2.03M | 1.58% | 12 |
|
|
2023
Q4 | $86.3M | Sell |
507,313
-8,083
| -2% | -$1.37M | 1.26% | 17 |
|
|
2023
Q3 | $74.7M | Sell |
515,396
-19,045
| -4% | -$2.76M | 1.2% | 19 |
|
|
2023
Q2 | $77.7M | Buy |
534,441
+63,380
| +13% | +$9.22M | 1.18% | 18 |
|
|
2023
Q1 | $61.4M | Sell |
471,061
-5,101
| -1% | -$665K | 0.98% | 22 |
|
|
2022
Q4 | $63.9M | Sell |
476,162
-5,069
| -1% | -$680K | 1.01% | 18 |
|
|
2022
Q3 | $50.3M | Sell |
481,231
-4,965
| -1% | -$519K | 0.85% | 25 |
|
|
2022
Q2 | $54.8M | Buy |
486,196
+400
| +0.1% | +$45K | 0.85% | 25 |
|
|
2022
Q1 | $66.2M | Sell |
485,796
-25,728
| -5% | -$3.51M | 0.88% | 22 |
|
|
2021
Q4 | $81M | Buy |
511,524
+72,004
| +16% | +$11.4M | 1.02% | 19 |
|
|
2021
Q3 | $71.9M | Buy |
439,520
+3,558
| +0.8% | +$582K | 1.62% | 10 |
|
|
2021
Q2 | $67.8M | Sell |
435,962
-457
| -0.1% | -$71.1K | 1.55% | 10 |
|
|
2021
Q1 | $66.4M | Buy |
436,419
+294
| +0.1% | +$44.8K | 1.62% | 10 |
|
|
2020
Q4 | $55.4M | Sell |
436,125
-22,426
| -5% | -$2.85M | 1.49% | 11 |
|
|
2020
Q3 | $43.1M | Hold |
458,551
| – | – | 1.34% | 14 |
|
|
2020
Q2 | $43.1M | Buy |
458,551
+10,121
| +2% | +$952K | 1.34% | 14 |
|
|
2020
Q1 | $40.4M | Sell |
448,430
-1,205
| -0.3% | -$108K | 1.45% | 9 |
|
|
2019
Q4 | $62.7M | Buy |
449,635
+14,166
| +3% | +$1.97M | 1.73% | 8 |
|
|
2019
Q3 | $51.3K | Buy |
435,469
+7,565
| +2% | +$890 | 1.23% | 11 |
|
|
2019
Q2 | $47.8K | Sell |
427,904
-7,474
| -2% | -$836 | 1.17% | 11 |
|
|
2019
Q1 | $44.1M | Sell |
435,378
-1,411
| -0.3% | -$143K | 1.34% | 12 |
|
|
2018
Q4 | $42.6K | Buy |
436,789
+797
| +0.2% | +$78 | 1.3% | 12 |
|
|
2018
Q3 | $49.2M | Buy |
435,992
+4,859
| +1% | +$548K | 1.46% | 11 |
|
|
2018
Q2 | $44.9M | Sell |
431,133
-7,195
| -2% | -$750K | 1.43% | 10 |
|
|
2018
Q1 | $48.2M | Sell |
438,328
-6,825
| -2% | -$751K | 1.56% | 7 |
|
|
2017
Q4 | $47.6M | Buy |
445,153
+1,611
| +0.4% | +$172K | 1.55% | 7 |
|
|
2017
Q3 | $42.4M | Sell |
443,542
-62,436
| -12% | -$5.96M | 1.46% | 7 |
|
|
2017
Q2 | $46.2M | Sell |
505,978
-14,011
| -3% | -$1.28M | 1.62% | 7 |
|
|
2017
Q1 | $45.7M | Sell |
519,989
-21,835
| -4% | -$1.92M | 1.6% | 7 |
|
|
2016
Q4 | $46.8M | Buy |
541,824
+5,257
| +1% | +$454K | 1.72% | 7 |
|
|
2016
Q3 | $35.7M | Buy |
536,567
+19,087
| +4% | +$1.27M | 1.44% | 9 |
|
|
2016
Q2 | $32.2M | Sell |
517,480
-25,108
| -5% | -$1.56M | 1.35% | 11 |
|
|
2016
Q1 | $32.1M | Buy |
542,588
+14,176
| +3% | +$840K | 1.37% | 10 |
|
|
2015
Q4 | $34.9M | Buy |
528,412
+4,393
| +0.8% | +$290K | 1.52% | 9 |
|
|
2015
Q3 | $31.9M | Sell |
524,019
-14,040
| -3% | -$856K | 1.88% | 5 |
|
|
2015
Q2 | $36.5K | Buy |
538,059
+171,862
| +47% | +$11.6K | 1.67% | 5 |
|
|
2015
Q1 | $22.2K | Buy |
366,197
+6,156
| +2% | +$373 | 1% | 18 |
|
|
2014
Q4 | $22.5M | Buy |
360,041
+5,986
| +2% | +$375K | 1.01% | 14 |
|
|
2014
Q3 | $21.3K | Sell |
354,055
-43,621
| -11% | -$2.63K | 1.04% | 15 |
|
|
2014
Q2 | $22.9M | Sell |
397,676
-21,549
| -5% | -$1.24M | 1.09% | 13 |
|
|
2014
Q1 | $25.5M | Buy |
419,225
+16,345
| +4% | +$992K | 1.43% | 8 |
|
|
2013
Q4 | $23.6K | Sell |
402,880
-38,707
| -9% | -$2.26K | 1.29% | 11 |
|
|
2013
Q3 | $22.8K | Buy |
441,587
+16,665
| +4% | +$861 | 1.32% | 10 |
|
|
2013
Q2 | $22.4K | Buy |
+424,922
| New | +$22.4K | 1.32% | 11 |
|