JP Morgan Chase
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JP Morgan Chase’s Lufax Holding LU Stock Holding History

JP Morgan Chase’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$801K Buy
597,392
+575,326
+2,607% +$978K ﹤0.01% 4825
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
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase's LU Position: Q2 2026 in Review

JP Morgan Chase increased its Lufax Holding (LU) stake by 2,607% in Q2 2026, buying an estimated $978K and bringing the position to 597,392 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #4825.

JP Morgan Chase first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.6M in Q3 2021. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • JP Morgan Chase held 597,392 shares of Lufax Holding worth $801K as of Q2 2026.
  • JP Morgan Chase bought 575,326 Lufax Holding shares in Q2 2026, an estimated $978K.
  • Lufax Holding made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4825 holding.
  • JP Morgan Chase first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • JP Morgan Chase's Lufax Holding position peaked at $26.6M in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.