Lucia Wealth Services’s JPMorgan Chase JPM Stock Holding History

Lucia Wealth Services’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 Q3	$194K	Sell	2,013 -232	-10%	-$22.8K	0.05%	128
2020 Q2	$211K	Buy	2,245 +239	+12%	+$22.7K	0.06%	120
2020 Q1	$181K	Buy	2,006 +999	+99%	+$121K	0.06%	133
2019 Q4	$140K	Hold	1,007	–	–	0.04%	126
2019 Q3	$119K	Hold	1,007	–	–	0.04%	112
2019 Q2	$113K	Hold	1,007	–	–	0.04%	122
2019 Q1	$102K	Buy	1,007 +537	+114%	+$55.3K	0.04%	141
2018 Q4	$46K	Sell	470 -297	-39%	-$31.6K	0.02%	145
2018 Q3	$87K	Sell	767 -18	-2%	-$2.04K	0.03%	166
2018 Q2	$82K	Buy	785 +75	+11%	+$8.23K	0.04%	146
2018 Q1	$78K	Buy	+710	New	+$80.4K	0.03%	132

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lucia Wealth Services's JPM Position: Q3 2020 in Review

Lucia Wealth Services reduced its JPMorgan Chase (JPM) stake by 10% in Q3 2020, selling an estimated $22.8K and leaving 2,013 shares worth $194K. The position accounts for 0.05% of the portfolio, ranked #128.

Lucia Wealth Services first reported a position in JPM in Q1 2018 and has held it in 11 quarters since. The position peaked at $211K in Q2 2020. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Lucia Wealth Services held 2,013 shares of JPMorgan Chase worth $194K as of Q3 2020.
Lucia Wealth Services sold 232 JPMorgan Chase shares in Q3 2020, an estimated $22.8K.
JPMorgan Chase made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #128 holding.
Lucia Wealth Services first reported a position in JPMorgan Chase in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's JPMorgan Chase position peaked at $211K in Q2 2020.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.