UMB Bank’s JPMorgan Chase & Co. JPM.PRH Stock Holding History

UMB Bank’s Portfolio JPM.PRH Stock Details JPM.PRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,942	Closed	-$287K	–	386
2019 Q2	$287K	Buy	10,942 +499	+5%	+$13K	0.01%	316
2019 Q1	$275K	Buy	10,443 +1,083	+12%	+$28.2K	0.01%	307
2018 Q4	$242K	Buy	9,360 +185	+2%	+$4.71K	0.01%	299
2018 Q3	$237K	Buy	+9,175	New	+$242K	0.01%	325

Other funds holding JPM.PRH

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $468M AUM 65.89% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

ECM

Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

OSNBOA

Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

UMB Bank's JPM.PRH Position: Q3 2019 in Review

UMB Bank sold out of JPMorgan Chase & Co. (JPM.PRH) in Q3 2019, closing a stake of 10,942 shares — an estimated $287K sold.

UMB Bank first reported a position in JPM.PRH in Q3 2018 and held it in 4 quarters. The position peaked at $287K in Q2 2019. 7 funds tracked by Wall St. Rank hold JPM.PRH as of Q3 2019.

UMB Bank reported no remaining JPMorgan Chase & Co. position as of Q3 2019 after selling out during the quarter.
UMB Bank sold 10,942 JPMorgan Chase & Co. shares in Q3 2019, an estimated $287K.
UMB Bank first reported a position in JPMorgan Chase & Co. in Q3 2018 and held it in 4 quarters.
UMB Bank's JPMorgan Chase & Co. position peaked at $287K in Q2 2019.
7 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q3 2019.

Based on UMB Bank's 13F filing for Q3 2019, filed 30 Oct 2019.