LCM
JPM icon

Lucas Capital Management’s JPMorgan Chase JPM Stock Holding History

Lucas Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$2.16M Buy
16,973
+5,435
+47% +$607K 2.52% 13
2020
Q3 		$1.11M Buy
11,538
+100
+0.9% +$9.82K 1.49% 24
2020
Q2 		$1.08M Buy
11,438
+1,065
+10% +$101K 1.47% 26
2020
Q1 		$934K Buy
+10,373
New +$1.26M 1.41% 28
2018
Q3 		– Sell
-2,041
Closed -$213K – 76
2018
Q2 		$213K Sell
2,041
-150
-7% -$16.5K 0.2% 89
2018
Q1 		$242K Buy
2,191
+154
+8% +$17.4K 0.23% 82
2017
Q4 		$218K Sell
2,037
-100
-5% -$10.1K 0.19% 99
2017
Q3 		$204K Sell
2,137
-93
-4% -$8.58K 0.18% 101
2017
Q2 		$204K Sell
2,230
-307
-12% -$26.5K 0.15% 117
2017
Q1 		$223K Hold
2,537
– – 0.17% 105
2016
Q4 		$219K Buy
+2,537
New +$193K 0.16% 102
2016
Q3 		– Sell
-5,037
Closed -$313K – 106
2016
Q2 		$313K Sell
5,037
-412
-8% -$25.7K 0.22% 79
2016
Q1 		$323K Sell
5,449
-1,000
-16% -$58.4K 0.24% 82
2015
Q4 		$426K Buy
6,449
+88
+1% +$5.73K 0.27% 78
2015
Q3 		$388K Hold
6,361
– – 0.22% 81
2015
Q2 		$431K Hold
6,361
– – 0.19% 87
2015
Q1 		$385K Hold
6,361
– – 0.16% 91
2014
Q4 		$398K Buy
6,361
+1,450
+30% +$87.3K 0.15% 91
2014
Q3 		$296K Sell
4,911
-100
-2% -$5.85K 0.09% 115
2014
Q2 		$289K Buy
5,011
+124
+3% +$6.97K 0.09% 120
2014
Q1 		$297K Sell
4,887
-1,000
-17% -$57.8K 0.09% 110
2013
Q4 		$344K Sell
5,887
-100
-2% -$5.48K 0.11% 98
2013
Q3 		$309K Hold
5,987
– – 0.11% 102
2013
Q2 		$316K Buy
+5,987
New +$304K 0.09% 104

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lucas Capital Management's JPM Position: Q4 2020 in Review

Lucas Capital Management increased its JPMorgan Chase (JPM) stake by 47% in Q4 2020, buying an estimated $607K and bringing the position to 16,973 shares worth $2.16M. The position accounts for 2.52% of the portfolio, ranked #13.

Lucas Capital Management first reported a position in JPM in Q2 2013 and has held it in 24 quarters since. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Lucas Capital Management held 16,973 shares of JPMorgan Chase worth $2.16M as of Q4 2020.
  • Lucas Capital Management bought 5,435 JPMorgan Chase shares in Q4 2020, an estimated $607K.
  • JPMorgan Chase made up 2.52% of Lucas Capital Management's portfolio in Q4 2020, its #13 holding.
  • Lucas Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 24 quarters since.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Lucas Capital Management's 13F filing for Q4 2020, filed 27 Jan 2021.