Umpqua Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.53M | Sell |
23,109
-1,110
| -5% | -$314K | 1.99% | 11 |
|
|
2025
Q1 | $5.94M | Sell |
24,219
-671
| -3% | -$165K | 2.05% | 11 |
|
|
2024
Q4 | $6.16M | Buy |
24,890
+1,051
| +4% | +$260K | 2.13% | 11 |
|
|
2024
Q3 | $5.03M | Sell |
23,839
-386
| -2% | -$81.4K | 1.84% | 12 |
|
|
2024
Q2 | $4.9M | Buy |
24,225
+666
| +3% | +$135K | 1.9% | 11 |
|
|
2024
Q1 | $4.72M | Buy |
+23,559
| New | +$4.72M | 1.94% | 11 |
|