JF
UMH

Jump Financial’s UMH Properties UMH Stock Holding History

Jump Financial’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,649
Closed -$307K – 2311
2025
Q3 		$307K Buy
+20,649
New +$331K ﹤0.01% 1464
2025
Q2 		– Sell
-10,042
Closed -$188K – 2189
2025
Q1 		$188K Buy
+10,042
New +$183K ﹤0.01% 1437
2024
Q2 		– Sell
-11,200
Closed -$182K – 2289
2024
Q1 		$182K Buy
+11,200
New +$171K 0.01% 1705
2023
Q4 		– Sell
-19,972
Closed -$280K – 2275
2023
Q3 		$280K Sell
19,972
-11,309
-36% -$174K 0.01% 1344
2023
Q2 		$500K Buy
+31,281
New +$484K 0.02% 1028
2021
Q2 		– Sell
-12,900
Closed -$247K – 1400
2021
Q1 		$247K Buy
+12,900
New +$217K 0.02% 687

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return