JP Morgan Chase
LUMN icon

JP Morgan Chase’s Lumen LUMN Stock Holding History

JP Morgan Chase’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-104,700
Closed -$556K – 7561
2024
Q4 		$556K Hold
104,700
– – ﹤0.01% 4982
2024
Q3 		$743K Hold
104,700
– – ﹤0.01% 4657
2024
Q2 		$115K Hold
104,700
– – ﹤0.01% 5443
2024
Q1 		$163K Sell
104,700
-56,700
-35% -$88.6K ﹤0.01% 5446
2023
Q4 		$295K Buy
161,400
+100,000
+163% +$142K ﹤0.01% 5117
2023
Q3 		$87.2K Buy
+61,400
New +$104K ﹤0.01% 5567
2023
Q1 		– Sell
-270,000
Closed -$1.41M – 7009
2022
Q4 		$1.41M Buy
+270,000
New +$1.66M ﹤0.01% 3829
2019
Q4 		– Sell
-600,000
Closed -$7.49M – 5767
2019
Q3 		$7.49M Buy
+600,000
New +$7.13M ﹤0.01% 2362
2019
Q1 		– Sell
-52,500
Closed -$795K – 5926
2018
Q4 		$795K Sell
52,500
-6,000
-10% -$115K ﹤0.01% 3884
2018
Q3 		$1.24M Hold
58,500
– – ﹤0.01% 3784
2018
Q2 		$1.09M Sell
58,500
-105,900
-64% -$1.92M ﹤0.01% 3780
2018
Q1 		$2.7M Sell
164,400
-196,800
-54% -$3.41M ﹤0.01% 3058
2017
Q4 		$6.03M Sell
361,200
-22,800
-6% -$387K ﹤0.01% 2533
2017
Q3 		$7.38M Sell
384,000
-411,300
-52% -$8.66M ﹤0.01% 2250
2017
Q2 		$19M Buy
795,300
+401,600
+102% +$10.1M ﹤0.01% 1491
2017
Q1 		$9.28M Buy
393,700
+23,700
+6% +$578K ﹤0.01% 1986
2016
Q4 		$8.8M Buy
370,000
+360,000
+3,600% +$9.14M ﹤0.01% 2010
2016
Q3 		$274K Hold
10,000
– – ﹤0.01% 3590
2016
Q2 		$290K Hold
10,000
– – ﹤0.01% 3610
2016
Q1 		$320K Hold
10,000
– – ﹤0.01% 3483
2015
Q4 		$252K Buy
+10,000
New +$268K ﹤0.01% 3596
2015
Q3 		– Sell
-36,500
Closed -$1.07M – 4006
2015
Q2 		$1.07M Buy
+36,500
New +$1.24M ﹤0.01% 3250

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase's LUMN Position: Q1 2026 in Review

JP Morgan Chase increased its Lumen (LUMN) stake by 1.2% in Q1 2026, buying an estimated $1.96M and bringing the position to 22,471,258 shares worth $144M. The position accounts for 0.01% of the portfolio, ranked #831.

JP Morgan Chase first reported a position in LUMN in Q2 2013 and has held it in 52 quarters since. The position peaked at $173M in Q4 2025. 593 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • JP Morgan Chase held 22,471,258 shares of Lumen worth $144M as of Q1 2026.
  • JP Morgan Chase bought 259,516 Lumen shares in Q1 2026, an estimated $1.96M.
  • Lumen made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #831 holding.
  • JP Morgan Chase first reported a position in Lumen in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Lumen position peaked at $173M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.