JP Morgan Chase’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-249,900
Closed -$1.53M 7619
2025
Q3
$1.53M Hold
249,900
﹤0.01% 4281
2025
Q2
$1.09M Hold
249,900
﹤0.01% 4315
2025
Q1
$980K Buy
+249,900
New +$1.25M ﹤0.01% 4361
2024
Q2
Sell
-1,837,900
Closed -$2.87M 7589
2024
Q1
$2.87M Sell
1,837,900
-2,724,600
-60% -$4.26M ﹤0.01% 3549
2023
Q4
$8.35M Buy
4,562,500
+2,759,700
+153% +$3.91M ﹤0.01% 2641
2023
Q3
$2.56M Buy
1,802,800
+1,553,600
+623% +$2.63M ﹤0.01% 3376
2023
Q2
$563K Buy
249,200
+100,000
+67% +$220K ﹤0.01% 4421
2023
Q1
$395K Sell
149,200
-7,100
-5% -$28.6K ﹤0.01% 4641
2022
Q4
$816K Buy
+156,300
New +$961K ﹤0.01% 4189
2020
Q2
Sell
-8,400
Closed -$79K 5563
2020
Q1
$79K Buy
+8,400
New +$105K ﹤0.01% 4591
2019
Q3
Sell
-16,000
Closed -$186K 5860
2019
Q2
$186K Hold
16,000
﹤0.01% 4692
2019
Q1
$192K Buy
+16,000
New +$222K ﹤0.01% 4642
2018
Q1
Sell
-474,100
Closed -$7.91M 5522
2017
Q4
$7.91M Buy
474,100
+158,800
+50% +$2.69M ﹤0.01% 2311
2017
Q3
$6.06M Buy
315,300
+284,300
+917% +$5.99M ﹤0.01% 2408
2017
Q2
$740K Buy
+31,000
New +$779K ﹤0.01% 3565
2017
Q1
Sell
-1,052,400
Closed -$25M 5155
2016
Q4
$25M Hold
1,052,400
0.01% 1316
2016
Q3
$28.9M Hold
1,052,400
0.01% 1135
2016
Q2
$30.5M Sell
1,052,400
-347,600
-25% -$10.1M 0.01% 1112
2016
Q1
$44.7M Buy
1,400,000
+1,393,500
+21,438% +$39.1M 0.01% 869
2015
Q4
$164K Hold
6,500
﹤0.01% 3696
2015
Q3
$163K Sell
6,500
-2,000
-24% -$55.4K ﹤0.01% 3705
2015
Q2
$250K Buy
8,500
+2,000
+31% +$68.1K ﹤0.01% 3762
2015
Q1
$225K Sell
6,500
-53,200
-89% -$1.99M ﹤0.01% 3792
2014
Q4
$2.36M Hold
59,700
﹤0.01% 2871
2014
Q3
$2.44M Buy
+59,700
New +$2.35M ﹤0.01% 2794

Other funds holding LUMN

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.