JP Morgan Chase’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.3K | Sell |
22,066
-30,419
| -58% | -$76.8K | ﹤0.01% | 6293 |
|
|
2025
Q4 | $134K | Sell |
52,485
-48,327
| -48% | -$143K | ﹤0.01% | 5735 |
|
|
2025
Q3 | $409K | Sell |
100,812
-9,212
| -8% | -$27.5K | ﹤0.01% | 5147 |
|
|
2025
Q2 | $307K | Buy |
110,024
+47,001
| +75% | +$133K | ﹤0.01% | 5018 |
|
|
2025
Q1 | $187K | Buy |
63,023
+4,264
| +7% | +$11.8K | ﹤0.01% | 5267 |
|
|
2024
Q4 | $140K | Sell |
58,759
-4,476
| -7% | -$12.4K | ﹤0.01% | 5622 |
|
|
2024
Q3 | $221K | Buy |
63,235
+13,630
| +27% | +$35.7K | ﹤0.01% | 5361 |
|
|
2024
Q2 | $118K | Sell |
49,605
-89,786
| -64% | -$342K | ﹤0.01% | 5436 |
|
|
2024
Q1 | $588K | Sell |
139,391
-116,348
| -45% | -$326K | ﹤0.01% | 4693 |
|
|
2023
Q4 | $785K | Sell |
255,739
-130,910
| -34% | -$488K | ﹤0.01% | 4503 |
|
|
2023
Q3 | $1.64M | Sell |
386,649
-119,118
| -24% | -$660K | ﹤0.01% | 3703 |
|
|
2023
Q2 | $2.89M | Buy |
505,767
+173,958
| +52% | +$1.15M | ﹤0.01% | 3271 |
|
|
2023
Q1 | $2.71M | Buy |
331,809
+109,358
| +49% | +$1.05M | ﹤0.01% | 3321 |
|
|
2022
Q4 | $1.73M | Buy |
222,451
+22,910
| +11% | +$174K | ﹤0.01% | 3675 |
|
|
2022
Q3 | $2.03M | Sell |
199,541
-80,213
| -29% | -$1.37M | ﹤0.01% | 3450 |
|
|
2022
Q2 | $6.71M | Sell |
279,754
-134,649
| -32% | -$3.13M | ﹤0.01% | 2510 |
|
|
2022
Q1 | $9.23M | Buy |
414,403
+408,545
| +6,974% | +$9M | ﹤0.01% | 2449 |
|
|
2021
Q4 | $132K | Sell |
5,858
-946,948
| -99% | -$24.8M | ﹤0.01% | 5562 |
|
|
2021
Q3 | $26.6M | Buy |
952,806
+932,316
| +4,550% | +$30.9M | ﹤0.01% | 1554 |
|
|
2021
Q2 | $927K | Buy |
20,490
+1,705
| +9% | +$85.9K | ﹤0.01% | 4355 |
|
|
2021
Q1 | $1.09M | Buy |
18,785
+18,751
| +55,150% | +$1.15M | ﹤0.01% | 4161 |
|
|
2020
Q4 | $2K | Buy |
+34
| New | +$2.04K | ﹤0.01% | 5522 |
|
Other funds holding LU
AIM
YC
VCM
VFT
