Lumina Fund Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $977K | Hold |
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|
2022
Q4 | $1.01M | Hold |
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|
2022
Q3 | $784K | Hold |
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|
2022
Q2 | $845K | Hold |
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|
2022
Q1 | $1.02M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.32M | Hold |
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|
2019
Q3 | $1.12M | Hold |
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|
2019
Q2 | $1.06M | Hold |
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|
2019
Q1 | $962K | Hold |
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|
2018
Q4 | $943K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $802K | Buy |
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