JP Morgan Chase
LUNA

JP Morgan Chase’s Luna Innovations Incorporated LUNA Stock Holding History

JP Morgan Chase’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-498
Closed -$1.08K – 7905
2024
Q4 		$1.08K Hold
498
– – ﹤0.01% 6719
2024
Q3 		$1.17K Hold
498
– – ﹤0.01% 6703
2024
Q2 		$1.59K Sell
498
-12,839
-96% -$38.1K ﹤0.01% 6551
2024
Q1 		$42.7K Sell
13,337
-10,056
-43% -$64K ﹤0.01% 6000
2023
Q4 		$156K Buy
23,393
+1,591
+7% +$9.82K ﹤0.01% 5521
2023
Q3 		$128K Sell
21,802
-3,107
-12% -$23.5K ﹤0.01% 5337
2023
Q2 		$227K Sell
24,909
-140,113
-85% -$1.11M ﹤0.01% 5005
2023
Q1 		$1.19M Buy
165,022
+162,654
+6,869% +$1.44M ﹤0.01% 3927
2022
Q4 		$21K Buy
+2,368
New +$15K ﹤0.01% 5879
2022
Q3 		– Sell
-16,829
Closed -$98K – 7198
2022
Q2 		$98K Sell
16,829
-60,358
-78% -$356K ﹤0.01% 5422
2022
Q1 		$596K Sell
77,187
-37,621
-33% -$271K ﹤0.01% 4594
2021
Q4 		$969K Buy
114,808
+46,836
+69% +$420K ﹤0.01% 4415
2021
Q3 		$645K Buy
67,972
+28,991
+74% +$313K ﹤0.01% 4580
2021
Q2 		$422K Sell
38,981
-44,202
-53% -$481K ﹤0.01% 4806
2021
Q1 		$876K Buy
83,183
+1,377
+2% +$15.4K ﹤0.01% 4328
2020
Q4 		$808K Buy
81,806
+25,022
+44% +$200K ﹤0.01% 4086
2020
Q3 		$339K Buy
56,784
+552
+1% +$3.27K ﹤0.01% 4151
2020
Q2 		$329K Buy
+56,232
New +$366K ﹤0.01% 4046
2019
Q4 		– Sell
-20,923
Closed -$121K – 6118
2019
Q3 		$121K Buy
20,923
+11,837
+130% +$65.5K ﹤0.01% 4825
2019
Q2 		$39K Buy
9,086
+1,844
+25% +$7.91K ﹤0.01% 5275
2019
Q1 		$30K Buy
7,242
+7,192
+14,384% +$25.6K ﹤0.01% 5298
2018
Q4 		$0 Sell
50
-18,155
-100% -$59.1K ﹤0.01% 6176
2018
Q3 		$59K Sell
18,205
-61,325
-77% -$217K ﹤0.01% 5146
2018
Q2 		$237K Buy
79,530
+16,039
+25% +$51.6K ﹤0.01% 4497
2018
Q1 		$206K Buy
63,491
+31,184
+97% +$78.2K ﹤0.01% 4362
2017
Q4 		$79K Buy
32,307
+20,907
+183% +$41K ﹤0.01% 4749
2017
Q3 		$19K Buy
+11,400
New +$16.7K ﹤0.01% 4640
2017
Q2 		– Sell
-900
Closed -$2K – 5510
2017
Q1 		$2K Buy
+900
New +$1.64K ﹤0.01% 4979

Other funds holding LUNA

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $335M AUM 16.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $135M AUM 29.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

JP Morgan Chase's LUNA Position: Q1 2025 in Review

JP Morgan Chase sold out of Luna Innovations Incorporated (LUNA) in Q1 2025, closing a stake of 498 shares — an estimated $1.08K sold.

JP Morgan Chase first reported a position in LUNA in Q1 2017 and held it in 28 quarters. The position peaked at $1.19M in Q1 2023. 10 funds tracked by Wall St. Rank hold LUNA as of Q1 2025.

  • JP Morgan Chase reported no remaining Luna Innovations Incorporated position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 498 Luna Innovations Incorporated shares in Q1 2025, an estimated $1.08K.
  • JP Morgan Chase first reported a position in Luna Innovations Incorporated in Q1 2017 and held it in 28 quarters.
  • JP Morgan Chase's Luna Innovations Incorporated position peaked at $1.19M in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.