Joseph P. Lucia & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $494K | Hold |
1,509
| – | – | 0.15% | 115 |
|
|
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 | Buy |
572
+80
| +16% | +$8.82K | 0.07% | 150 |
|
|
2019
Q1 | $52K | Buy |
+492
| New | +$50.7K | 0.09% | 116 |
|
Other funds holding JPM
Joseph P. Lucia & Associates's JPM Position: Q2 2026 in Review
Joseph P. Lucia & Associates held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,509 shares worth $494K. The position accounts for 0.15% of the portfolio, ranked #115.
Joseph P. Lucia & Associates first reported a position in JPM in Q1 2019 and has held it in 27 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Joseph P. Lucia & Associates held 1,509 shares of JPMorgan Chase worth $494K as of Q2 2026.
- Joseph P. Lucia & Associates left its JPMorgan Chase share count unchanged in Q2 2026.
- JPMorgan Chase made up 0.15% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #115 holding.
- Joseph P. Lucia & Associates first reported a position in JPMorgan Chase in Q1 2019 and has held it in 27 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.