JP Morgan Chase’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.04M | Sell |
280,296
-3,613
| -1% | -$55.9K | ﹤0.01% | 3514 |
|
|
2025
Q4 | $4.52M | Sell |
283,909
-45,616
| -14% | -$685K | ﹤0.01% | 3399 |
|
|
2025
Q3 | $4.89M | Buy |
329,525
+29,635
| +10% | +$474K | ﹤0.01% | 3386 |
|
|
2025
Q2 | $5.04M | Sell |
299,890
-73,832
| -20% | -$1.26M | ﹤0.01% | 3162 |
|
|
2025
Q1 | $6.99M | Sell |
373,722
-86,684
| -19% | -$1.58M | ﹤0.01% | 2872 |
|
|
2024
Q4 | $8.69M | Buy |
460,406
+49,550
| +12% | +$945K | ﹤0.01% | 2826 |
|
|
2024
Q3 | $8.08M | Buy |
410,856
+68,580
| +20% | +$1.28M | ﹤0.01% | 2793 |
|
|
2024
Q2 | $5.47M | Sell |
342,276
-199,578
| -37% | -$3.11M | ﹤0.01% | 2969 |
|
|
2024
Q1 | $8.8M | Buy |
541,854
+30,965
| +6% | +$474K | ﹤0.01% | 2599 |
|
|
2023
Q4 | $7.83M | Sell |
510,889
-196,102
| -28% | -$2.83M | ﹤0.01% | 2697 |
|
|
2023
Q3 | $9.91M | Sell |
706,991
-35,791
| -5% | -$550K | ﹤0.01% | 2247 |
|
|
2023
Q2 | $11.9M | Sell |
742,782
-253,361
| -25% | -$3.92M | ﹤0.01% | 2150 |
|
|
2023
Q1 | $14.7M | Buy |
996,143
+72,200
| +8% | +$1.19M | ﹤0.01% | 1923 |
|
|
2022
Q4 | $14.9M | Buy |
923,943
+475,945
| +106% | +$8.01M | ﹤0.01% | 1895 |
|
|
2022
Q3 | $7.24M | Sell |
447,998
-8,734
| -2% | -$164K | ﹤0.01% | 2423 |
|
|
2022
Q2 | $8.07M | Sell |
456,732
-28,081
| -6% | -$584K | ﹤0.01% | 2345 |
|
|
2022
Q1 | $11.9M | Sell |
484,813
-39,400
| -8% | -$946K | ﹤0.01% | 2194 |
|
|
2021
Q4 | $14.3M | Buy |
524,213
+40,919
| +8% | +$986K | ﹤0.01% | 2115 |
|
|
2021
Q3 | $11.1M | Sell |
483,294
-22,023
| -4% | -$514K | ﹤0.01% | 2297 |
|
|
2021
Q2 | $11M | Buy |
505,317
+136,196
| +37% | +$2.9M | ﹤0.01% | 2350 |
|
|
2021
Q1 | $7.08M | Buy |
369,121
+165,157
| +81% | +$2.78M | ﹤0.01% | 2668 |
|
|
2020
Q4 | $3.02M | Sell |
203,964
-41,108
| -17% | -$597K | ﹤0.01% | 3189 |
|
|
2020
Q3 | $3.35M | Buy |
245,072
+50,108
| +26% | +$668K | ﹤0.01% | 2875 |
|
|
2020
Q2 | $2.52M | Sell |
194,964
-13,681
| -7% | -$165K | ﹤0.01% | 2945 |
|
|
2020
Q1 | $2.27M | Buy |
208,645
+20,838
| +11% | +$303K | ﹤0.01% | 2871 |
|
|
2019
Q4 | $2.95M | Buy |
187,807
+90,455
| +93% | +$1.36M | ﹤0.01% | 3096 |
|
|
2019
Q3 | $1.37M | Buy |
97,352
+42,240
| +77% | +$547K | ﹤0.01% | 3654 |
|
|
2019
Q2 | $689K | Buy |
55,112
+12,956
| +31% | +$174K | ﹤0.01% | 4066 |
|
|
2019
Q1 | $593K | Sell |
42,156
-153
| -0.4% | -$2.05K | ﹤0.01% | 4117 |
|
|
2018
Q4 | $501K | Buy |
42,309
+3,200
| +8% | +$43.3K | ﹤0.01% | 4127 |
|
|
2018
Q3 | $612K | Sell |
39,109
-4,580
| -10% | -$72K | ﹤0.01% | 4191 |
|
|
2018
Q2 | $670K | Buy |
43,689
+37,427
| +598% | +$527K | ﹤0.01% | 4035 |
|
|
2018
Q1 | $84K | Sell |
6,262
-104,545
| -94% | -$1.36M | ﹤0.01% | 4651 |
|
|
2017
Q4 | $1.65M | Sell |
110,807
-200,751
| -64% | -$3.05M | ﹤0.01% | 3429 |
|
|
2017
Q3 | $4.83M | Buy |
311,558
+133,089
| +75% | +$2.13M | ﹤0.01% | 2587 |
|
|
2017
Q2 | $3.04M | Buy |
178,469
+53,511
| +43% | +$882K | ﹤0.01% | 2799 |
|
|
2017
Q1 | $1.9M | Sell |
124,958
-15,826
| -11% | -$231K | ﹤0.01% | 3068 |
|
|
2016
Q4 | $2.12M | Buy |
140,784
+68,015
| +93% | +$872K | ﹤0.01% | 3040 |
|
|
2016
Q3 | $867K | Buy |
72,769
+44,273
| +155% | +$535K | ﹤0.01% | 3201 |
|
|
2016
Q2 | $320K | Buy |
28,496
+26,459
| +1,299% | +$267K | ﹤0.01% | 3584 |
|
|
2016
Q1 | $20K | Sell |
2,037
-54,216
| -96% | -$522K | ﹤0.01% | 4092 |
|
|
2015
Q4 | $569K | Sell |
56,253
-2,700
| -5% | -$26.6K | ﹤0.01% | 3338 |
|
|
2015
Q3 | $548K | Buy |
58,953
+1,853
| +3% | +$17.6K | ﹤0.01% | 3375 |
|
|
2015
Q2 | $560K | Sell |
57,100
-4,000
| -7% | -$40K | ﹤0.01% | 3520 |
|
|
2015
Q1 | $616K | Buy |
61,100
+1,600
| +3% | +$15.5K | ﹤0.01% | 3455 |
|
|
2014
Q4 | $569K | Buy |
+59,500
| New | +$573K | ﹤0.01% | 3612 |
|
Other funds holding UMH
VPM
VCM
PMG