JPMorgan Chase & Co’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Sell |
299,890
-73,832
| -20% | -$1.24M | ﹤0.01% | 2700 |
|
|
2025
Q1 | $6.99M | Sell |
373,722
-86,684
| -19% | -$1.62M | ﹤0.01% | 2444 |
|
|
2024
Q4 | $8.69M | Buy |
460,406
+49,550
| +12% | +$936K | ﹤0.01% | 2346 |
|
|
2024
Q3 | $8.08M | Buy |
410,856
+68,580
| +20% | +$1.35M | ﹤0.01% | 2300 |
|
|
2024
Q2 | $5.47M | Sell |
342,276
-199,578
| -37% | -$3.19M | ﹤0.01% | 2480 |
|
|
2024
Q1 | $8.8M | Buy |
541,854
+30,965
| +6% | +$503K | ﹤0.01% | 2196 |
|
|
2023
Q4 | $7.83M | Sell |
510,889
-196,102
| -28% | -$3M | ﹤0.01% | 2278 |
|
|
2023
Q3 | $9.91M | Sell |
706,991
-35,791
| -5% | -$502K | ﹤0.01% | 1972 |
|
|
2023
Q2 | $11.9M | Sell |
742,782
-253,361
| -25% | -$4.05M | ﹤0.01% | 1926 |
|
|
2023
Q1 | $14.7M | Buy |
996,143
+72,200
| +8% | +$1.07M | ﹤0.01% | 1700 |
|
|
2022
Q4 | $14.9M | Buy |
923,943
+475,945
| +106% | +$7.66M | ﹤0.01% | 1623 |
|
|
2022
Q3 | $7.24M | Sell |
447,998
-8,734
| -2% | -$141K | ﹤0.01% | 2086 |
|
|
2022
Q2 | $8.07M | Sell |
456,732
-28,081
| -6% | -$496K | ﹤0.01% | 2041 |
|
|
2022
Q1 | $11.9M | Sell |
484,813
-39,400
| -8% | -$969K | ﹤0.01% | 1895 |
|
|
2021
Q4 | $14.3M | Buy |
524,213
+40,919
| +8% | +$1.12M | ﹤0.01% | 1817 |
|
|
2021
Q3 | $11.1M | Sell |
483,294
-22,023
| -4% | -$504K | ﹤0.01% | 1983 |
|
|
2021
Q2 | $11M | Buy |
505,317
+136,196
| +37% | +$2.97M | ﹤0.01% | 2071 |
|
|
2021
Q1 | $7.08M | Buy |
369,121
+165,157
| +81% | +$3.17M | ﹤0.01% | 2390 |
|
|
2020
Q4 | $3.02M | Sell |
203,964
-41,108
| -17% | -$609K | ﹤0.01% | 2718 |
|
|
2020
Q3 | $3.36M | Buy |
245,072
+50,108
| +26% | +$686K | ﹤0.01% | 2464 |
|
|
2020
Q2 | $2.52M | Sell |
194,964
-13,681
| -7% | -$177K | ﹤0.01% | 2555 |
|
|
2020
Q1 | $2.27M | Buy |
208,645
+20,838
| +11% | +$226K | ﹤0.01% | 2518 |
|
|
2019
Q4 | $2.95M | Buy |
187,807
+90,455
| +93% | +$1.42M | ﹤0.01% | 2482 |
|
|
2019
Q3 | $1.37M | Buy |
97,352
+42,240
| +77% | +$595K | ﹤0.01% | 2919 |
|
|
2019
Q2 | $689K | Buy |
55,112
+12,956
| +31% | +$162K | ﹤0.01% | 3220 |
|
|
2019
Q1 | $593K | Sell |
42,156
-153
| -0.4% | -$2.15K | ﹤0.01% | 3298 |
|
|
2018
Q4 | $501K | Buy |
42,309
+3,200
| +8% | +$37.9K | ﹤0.01% | 3380 |
|
|
2018
Q3 | $612K | Sell |
39,109
-4,580
| -10% | -$71.7K | ﹤0.01% | 3413 |
|
|
2018
Q2 | $670K | Buy |
43,689
+37,427
| +598% | +$574K | ﹤0.01% | 3319 |
|
|
2018
Q1 | $84K | Sell |
6,262
-104,545
| -94% | -$1.4M | ﹤0.01% | 3989 |
|
|
2017
Q4 | $1.65M | Sell |
110,807
-200,751
| -64% | -$2.99M | ﹤0.01% | 2821 |
|
|
2017
Q3 | $4.83M | Buy |
311,558
+133,089
| +75% | +$2.06M | ﹤0.01% | 2194 |
|
|
2017
Q2 | $3.04M | Buy |
178,469
+53,511
| +43% | +$912K | ﹤0.01% | 2402 |
|
|
2017
Q1 | $1.9M | Sell |
124,958
-15,826
| -11% | -$241K | ﹤0.01% | 2626 |
|
|
2016
Q4 | $2.12M | Buy |
140,784
+68,015
| +93% | +$1.02M | ﹤0.01% | 2645 |
|
|
2016
Q3 | $867K | Buy |
72,769
+44,273
| +155% | +$527K | ﹤0.01% | 2813 |
|
|
2016
Q2 | $320K | Buy |
28,496
+26,459
| +1,299% | +$297K | ﹤0.01% | 3110 |
|
|
2016
Q1 | $20K | Sell |
2,037
-54,216
| -96% | -$532K | ﹤0.01% | 3602 |
|
|
2015
Q4 | $569K | Sell |
56,253
-2,700
| -5% | -$27.3K | ﹤0.01% | 2868 |
|
|
2015
Q3 | $548K | Buy |
58,953
+1,853
| +3% | +$17.2K | ﹤0.01% | 2899 |
|
|
2015
Q2 | $560K | Sell |
57,100
-4,000
| -7% | -$39.2K | ﹤0.01% | 3037 |
|
|
2015
Q1 | $616K | Buy |
61,100
+1,600
| +3% | +$16.1K | ﹤0.01% | 3024 |
|
|
2014
Q4 | $569K | Buy |
+59,500
| New | +$569K | ﹤0.01% | 2981 |
|