Lincoln National Corp’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-115,243
| Closed | -$23.1M | – | 644 |
|
|
2024
Q1 | $23.1M | Buy |
115,243
+2,240
| +2% | +$404K | 0.36% | 51 |
|
|
2023
Q4 | $19.2M | Buy |
113,003
+4,405
| +4% | +$668K | 0.34% | 49 |
|
|
2023
Q3 | $15.7M | Buy |
108,598
+3,226
| +3% | +$484K | 0.32% | 47 |
|
|
2023
Q2 | $15.3M | Buy |
105,372
+2,408
| +2% | +$331K | 0.3% | 50 |
|
|
2023
Q1 | $13.4M | Sell |
102,964
-218
| -0.2% | -$29.9K | 0.28% | 51 |
|
|
2022
Q4 | $13.8M | Buy |
103,182
+2,874
| +3% | +$364K | 0.31% | 45 |
|
|
2022
Q3 | $10.5M | Buy |
100,308
+5,839
| +6% | +$670K | 0.26% | 53 |
|
|
2022
Q2 | $10.6M | Sell |
94,469
-1,370
| -1% | -$170K | 0.25% | 55 |
|
|
2022
Q1 | $13.1M | Buy |
95,839
+13,604
| +17% | +$2.01M | 0.27% | 55 |
|
|
2021
Q4 | $13M | Buy |
82,235
+3,120
| +4% | +$512K | 0.26% | 53 |
|
|
2021
Q3 | $13M | Buy |
79,115
+1,587
| +2% | +$249K | 0.28% | 45 |
|
|
2021
Q2 | $12.1M | Buy |
77,528
+7,894
| +11% | +$1.24M | 0.26% | 52 |
|
|
2021
Q1 | $10.6M | Buy |
69,634
+5,506
| +9% | +$792K | 0.26% | 50 |
|
|
2020
Q4 | $8.15M | Buy |
64,128
+2,666
| +4% | +$298K | 0.22% | 60 |
|
|
2020
Q3 | $5.92M | Buy |
61,462
+192
| +0.3% | +$18.9K | 0.18% | 69 |
|
|
2020
Q2 | $5.76M | Buy |
61,270
+3,927
| +7% | +$373K | 0.18% | 68 |
|
|
2020
Q1 | $5.16M | Buy |
57,343
+3,129
| +6% | +$380K | 0.19% | 67 |
|
|
2019
Q4 | $7.56M | Buy |
54,214
+5,836
| +12% | +$748K | 0.24% | 54 |
|
|
2019
Q3 | $5.69M | Buy |
48,378
+5,447
| +13% | +$616K | 0.21% | 57 |
|
|
2019
Q2 | $4.8M | Buy |
42,931
+5,294
| +14% | +$584K | 0.19% | 62 |
|
|
2019
Q1 | $3.81M | Sell |
37,637
-702
| -2% | -$72.3K | 0.16% | 70 |
|
|
2018
Q4 | $3.74M | Buy |
38,339
+2,426
| +7% | +$258K | 0.17% | 63 |
|
|
2018
Q3 | $4.05M | Buy |
35,913
+3,956
| +12% | +$449K | 0.14% | 65 |
|
|
2018
Q2 | $3.33M | Buy |
31,957
+986
| +3% | +$108K | 0.12% | 64 |
|
|
2018
Q1 | $3.41M | Sell |
30,971
-30,259
| -49% | -$3.43M | 0.13% | 64 |
|
|
2017
Q4 | $6.55M | Buy |
61,230
+31,719
| +107% | +$3.21M | 0.2% | 64 |
|
|
2017
Q3 | $2.82M | Buy |
29,511
+1,963
| +7% | +$181K | 0.12% | 67 |
|
|
2017
Q2 | $2.52M | Buy |
27,548
+1,921
| +7% | +$166K | 0.12% | 67 |
|
|
2017
Q1 | $2.25M | Sell |
25,627
-31,904
| -55% | -$2.81M | 0.12% | 68 |
|
|
2016
Q4 | $4.96M | Buy |
57,531
+1,393
| +2% | +$106K | 0.27% | 36 |
|
|
2016
Q3 | $3.74M | Buy |
56,138
+4,051
| +8% | +$264K | 0.21% | 43 |
|
|
2016
Q2 | $3.24M | Buy |
52,087
+6,146
| +13% | +$384K | 0.19% | 46 |
|
|
2016
Q1 | $2.72M | Buy |
45,941
+15,909
| +53% | +$929K | 0.19% | 46 |
|
|
2015
Q4 | $1.77M | Buy |
30,032
+1,585
| +6% | +$103K | 0.14% | 57 |
|
|
2015
Q3 | $1.73M | Sell |
28,447
-1,168
| -4% | -$76.5K | 0.13% | 52 |
|
|
2015
Q2 | $2.05M | Buy |
29,615
+7,154
| +32% | +$467K | 0.15% | 45 |
|
|
2015
Q1 | $1.36M | Buy |
22,461
+1,847
| +9% | +$109K | 0.11% | 65 |
|
|
2014
Q4 | $1.29M | Buy |
20,614
+888
| +5% | +$53.4K | 0.11% | 63 |
|
|
2014
Q3 | $1.19M | Buy |
19,726
+1,465
| +8% | +$85.6K | 0.11% | 61 |
|
|
2014
Q2 | $1.05M | Buy |
18,261
+2,384
| +15% | +$134K | 0.11% | 61 |
|
|
2014
Q1 | $964K | Buy |
+15,877
| New | +$918K | 0.13% | 57 |
|
Other funds holding JPM
Lincoln National Corp's JPM Position: Q2 2024 in Review
Lincoln National Corp sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 115,243 shares — an estimated $23.1M sold.
Lincoln National Corp first reported a position in JPM in Q1 2014 and held it in 41 quarters. The position peaked at $23.1M in Q1 2024. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.
- Lincoln National Corp reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
- Lincoln National Corp sold 115,243 JPMorgan Chase shares in Q2 2024, an estimated $23.1M.
- Lincoln National Corp first reported a position in JPMorgan Chase in Q1 2014 and held it in 41 quarters.
- Lincoln National Corp's JPMorgan Chase position peaked at $23.1M in Q1 2024.
- 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.
Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.