Uma Financial Services, Inc. Jp Morgan Diversified Return I Transaction History

Uma Financial Services, Inc.

$601 Million
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$53.48 - $60.03 $331,415 - $372,005	-6,197 Closed	0 $0
Q4 2021 Jan 11, 2022	SELL	$58.11 - $61.62 $33,761 - $35,801	-581 Reduced 8.57%	6,197 $367,000
Q3 2021 Oct 19, 2021	BUY	$60.31 - $64.02 $9,348 - $9,923	155 Added 2.34%	6,778 $416,000
Q2 2021 Jul 23, 2021	SELL	$61.55 - $64.56 $3,077 - $3,228	-50 Reduced 0.75%	6,623 $413,000
Q1 2021 Apr 06, 2021	BUY	$58.26 - $61.7 $699 - $740	12 Added 0.18%	6,673 $415,000
Q4 2020 Feb 19, 2021	BUY	$49.86 - $58.47 $6,431 - $7,542	129 Added 1.97%	6,661 $405,000
Q3 2020 Nov 04, 2020	BUY	$49.59 - $53.56 $3,124 - $3,374	63 Added 0.97%	6,532 $329,000
Q2 2020 Aug 11, 2020	BUY	$41.38 - $52.51 $5,462 - $6,931	132 Added 2.08%	6,469 $338,000
Q1 2020 Apr 23, 2020	SELL	$37.71 - $57.78 $96,537 - $147,916	-2,560 Reduced 28.77%	6,337 $284,000
Q4 2019 Jan 14, 2020	SELL	$51.93 - $57.61 $53,020 - $58,819	-1,021 Reduced 10.29%	8,897 $510,000
Q3 2019 Nov 26, 2019	BUY	$52.99 - $54.15 $525,554 - $537,059	9,918 New	9,918 $555,000

Others Institutions Holding JPIN

# of Institutions

112

Shares Held

4.26M

Call Options Held

0

Put Options Held

0

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