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Disclosery

JPMORGAN CHASE & CO: UMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on UMH, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 315,020 UMH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 315,020 shares
    Change vs previous 13F +34,724 shares

    <0.01% of the 13F portfolio, value $4,863,909.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 280,296 shares
    Change vs previous 13F -3,613 shares

    <0.01% of the 13F portfolio, value $4,036,263.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 283,909 shares
    Change vs previous 13F -45,616 shares

    <0.01% of the 13F portfolio, value $4,516,992.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 329,525 shares
    Change vs previous 13F +29,635 shares

    <0.01% of the 13F portfolio, value $4,893,447.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 299,890 shares
    Change vs previous 13F -73,832 shares

    <0.01% of the 13F portfolio, value $5,035,153.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 373,722 shares
    Change vs previous 13F -86,684 shares

    <0.01% of the 13F portfolio, value $6,988,601.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 460,406 shares
    Change vs previous 13F +49,550 shares

    <0.01% of the 13F portfolio, value $8,692,465.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 410,856 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,081,538.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).