UMB Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

UMB Private Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$933K	Buy	+2,820	New	+$986K	0.9%	18

Other funds holding JPM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UMB Private Wealth Management's JPM Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in JPMorgan Chase (JPM) in Q3 2026: 2,820 shares worth $933K. The stake represents 0.9% of the portfolio and ranks #18 among its holdings.

4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

UMB Private Wealth Management held 2,820 shares of JPMorgan Chase worth $933K as of Q3 2026.
JPMorgan Chase was a new UMB Private Wealth Management position in Q3 2026.
JPMorgan Chase made up 0.9% of UMB Private Wealth Management's portfolio in Q3 2026, its #18 holding.
4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on UMB Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.