Historical position

J.P. Morgan Asset Management’s Udr Inc (UDR) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

JPMorgan Chase & Co. (consolidated SEC filer)Verified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2022Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares13.69MHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

JPMorgan Chase & Co. (consolidated SEC filer) first reported Udr Inc in Q3 2022. The reported position was increased and reduced across later filings. Verified positive position history runs through Q1 2025. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2025
Sold 57.7% of the position−4.18M shares · 3.06M shares remained
Filing context

Quarter-end price $45.17

Q4 2023
Sold 54.1% of the position−6.52M shares · 5.55M shares remained
Filing context

Quarter-end price $38.29

Q3 2023
Sold 6.3% of the position−817.11K shares · 12.07M shares remained
Filing context

Quarter-end price $35.67

Q1 2023
Bought 30.9% more+3.23M shares · 13.69M shares reported after the change
Filing context

Quarter-end price $41.06

Q4 2022
Bought 44.4% more+3.22M shares · 10.46M shares reported after the change
Filing context

Quarter-end price $38.73

Q3 2022
Sold 10.1% of the position−817.45K shares · 7.24M shares remained
Filing context

Quarter-end price $41.71

Portfolio importance

How important was Udr Inc in JPMorgan Chase & Co. (consolidated SEC filer)’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q1 2025
Last reported rank#798Rank unavailable
Peak portfolio weight0.1%Q1 2023
Best historical rank#284Q1 2023
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$33.842026-09-25

Market context only; not an investor transaction price.

Latest filing quarter-end price$45.17Q1 2025

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

The reported holdings and portfolio value cover JPMorgan Chase & Co.'s consolidated 13F filing, not J.P. Morgan Asset Management alone, a single fund, or the firm's total assets under management. The displayed holdings and history are bounded selections; weights use the full reported 13F value. Portfolio performance is not published, and position-level estimates remain withheld unless their evidence gates pass.