JP Morgan Chase
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JP Morgan Chase’s Lotus Technology LOT Stock Holding History

JP Morgan Chase’s Portfolio LOT Stock Details LOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,246
Closed -$31.7K – 7792
2024
Q3 		$31.7K Buy
+6,246
New +$35.7K ﹤0.01% 6124
2024
Q2 		– Sell
-25,000
Closed -$170K – 7800
2024
Q1 		$170K Buy
+25,000
New +$196K ﹤0.01% 5428

Other funds holding LOT

HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's LOT Position: Q4 2024 in Review

JP Morgan Chase sold out of Lotus Technology (LOT) in Q4 2024, closing a stake of 6,246 shares — an estimated $31.7K sold.

JP Morgan Chase first reported a position in LOT in Q1 2024 and held it in 2 quarters. The position peaked at $170K in Q1 2024. 24 funds tracked by Wall St. Rank hold LOT as of Q4 2024.

  • JP Morgan Chase reported no remaining Lotus Technology position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 6,246 Lotus Technology shares in Q4 2024, an estimated $31.7K.
  • JP Morgan Chase first reported a position in Lotus Technology in Q1 2024 and held it in 2 quarters.
  • JP Morgan Chase's Lotus Technology position peaked at $170K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Lotus Technology as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.