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UMB Private Wealth Management, LLC → JPM-PM
UMB Private Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
3
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2026 | $933K |
| Q3 2026 | $73K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 37.3K | — | — |
| Q3 2026 | $73K | 1.3K | — | — |
| Q3 2026 | $933K | 2.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B