Umpqua Bank’s JPMorgan Chase JPM Stock Holding History

Umpqua Bank’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 Q2	$7.11M	Buy	21,731 +528	+2%	+$164K	1.6%	13
2026 Q1	$6.24M	Sell	21,203 -1,337	-6%	-$406K	1.78%	13
2025 Q4	$7.26M	Sell	22,540 -568	-2%	-$176K	2.02%	11
2025 Q3	$7.06M	Sell	23,108 -1	-0%	-$297	1.97%	11
2025 Q2	$6.53M	Sell	23,109 -1,110	-5%	-$283K	1.99%	11
2025 Q1	$5.94M	Sell	24,219 -671	-3%	-$171K	2.05%	11
2024 Q4	$6.16M	Buy	24,890 +1,051	+4%	+$245K	2.13%	11
2024 Q3	$5.03M	Sell	23,839 -386	-2%	-$81.3K	1.84%	12
2024 Q2	$4.9M	Buy	24,225 +666	+3%	+$130K	1.9%	11
2024 Q1	$4.72M	Buy	+23,559	New	+$4.25M	1.94%	11

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Umpqua Bank's JPM Position: Q2 2026 in Review

Umpqua Bank increased its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, buying an estimated $164K and bringing the position to 21,731 shares worth $7.11M. The position accounts for 1.6% of the portfolio, ranked #13.

Umpqua Bank first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.26M in Q4 2025. 3,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Umpqua Bank held 21,731 shares of JPMorgan Chase worth $7.11M as of Q2 2026.
Umpqua Bank bought 528 JPMorgan Chase shares in Q2 2026, an estimated $164K.
JPMorgan Chase made up 1.6% of Umpqua Bank's portfolio in Q2 2026, its #13 holding.
Umpqua Bank first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Umpqua Bank's JPMorgan Chase position peaked at $7.26M in Q4 2025.
3,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.