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Joseph P. Lucia & Associates’s JPMorgan Chase JPM Stock Holding History

Joseph P. Lucia & Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$444K Buy
1,509
+45
+3% +$13.7K 0.16% 112
2025
Q4 		$472K Buy
1,464
+22
+2% +$6.81K 0.17% 105
2025
Q3 		$455K Buy
1,442
+104
+8% +$30.9K 0.17% 105
2025
Q2 		$388K Hold
1,338
– – 0.16% 110
2025
Q1 		$328K Hold
1,338
– – 0.15% 107
2024
Q4 		$321K Buy
1,338
+28
+2% +$6.52K 0.14% 101
2024
Q3 		$276K Hold
1,310
– – 0.13% 103
2024
Q2 		$265K Hold
1,310
– – 0.14% 100
2024
Q1 		$262K Buy
1,310
+38
+3% +$6.86K 0.14% 99
2023
Q4 		$216K Sell
1,272
-170
-12% -$25.8K 0.13% 108
2023
Q3 		$209K Hold
1,442
– – 0.15% 101
2023
Q2 		$210K Sell
1,442
-200
-12% -$27.5K 0.14% 110
2023
Q1 		$214K Hold
1,642
– – 0.15% 109
2022
Q4 		$220K Buy
+1,642
New +$208K 0.16% 102
2022
Q3 		– Sell
-907
Closed -$102K – 279
2022
Q2 		$102K Sell
907
-16
-2% -$1.98K 0.07% 139
2022
Q1 		$126K Buy
+923
New +$136K 0.08% 141
2021
Q4 		– Sell
-2,098
Closed -$344K – 350
2021
Q3 		$344K Buy
2,098
+1
+0% +$157 0.2% 97
2021
Q2 		$326K Buy
2,097
+866
+70% +$136K 0.19% 98
2021
Q1 		$188K Buy
1,231
+17
+1% +$2.45K 0.08% 116
2020
Q4 		$154K Buy
+1,214
New +$136K 0.11% 125
2020
Q3 		– Sell
-1,109
Closed -$104K – 280
2020
Q2 		$104K Buy
1,109
+2
+0.2% +$190 0.09% 132
2020
Q1 		$100K Buy
1,107
+36
+3% +$4.37K 0.11% 119
2019
Q4 		$149K Buy
1,071
+499
+87% +$64K 0.14% 109
2019
Q3 		$67K Hold
572
– – 0.07% 150
2019
Q2 		$64K Sell
572
-51,406
-99% -$5.67M 0.07% 150
2019
Q1 		$492 Buy
+51,978
New +$5.35M 0.04% 163

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Joseph P. Lucia & Associates's JPM Position: Q1 2026 in Review

Joseph P. Lucia & Associates increased its JPMorgan Chase (JPM) stake by 3.1% in Q1 2026, buying an estimated $13.7K and bringing the position to 1,509 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #112.

Joseph P. Lucia & Associates first reported a position in JPM in Q1 2019 and has held it in 26 quarters since. The position peaked at $472K in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Joseph P. Lucia & Associates held 1,509 shares of JPMorgan Chase worth $444K as of Q1 2026.
  • Joseph P. Lucia & Associates bought 45 JPMorgan Chase shares in Q1 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.16% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #112 holding.
  • Joseph P. Lucia & Associates first reported a position in JPMorgan Chase in Q1 2019 and has held it in 26 quarters since.
  • Joseph P. Lucia & Associates's JPMorgan Chase position peaked at $472K in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.