LFM
Lumina Fund Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,500
| Closed | -$1.09M | – | 25 |
|
|
2023
Q3 | $1.09M | Hold |
7,500
| – | – | 0.37% | 17 |
|
|
2023
Q2 | $1.09M | Hold |
7,500
| – | – | 0.47% | 20 |
|
|
2023
Q1 | $977K | Hold |
7,500
| – | – | 0.46% | 20 |
|
|
2022
Q4 | $1.01M | Hold |
7,500
| – | – | 0.38% | 15 |
|
|
2022
Q3 | $784K | Hold |
7,500
| – | – | 0.3% | 17 |
|
|
2022
Q2 | $845K | Hold |
7,500
| – | – | 0.32% | 18 |
|
|
2022
Q1 | $1.02M | Buy |
+7,500
| New | +$1.02M | 0.32% | 17 |
|
|
2020
Q1 | – | Sell |
-9,500
| Closed | -$1.32M | – | 42 |
|
|
2019
Q4 | $1.32M | Hold |
9,500
| – | – | 0.64% | 10 |
|
|
2019
Q3 | $1.12M | Hold |
9,500
| – | – | 0.55% | 9 |
|
|
2019
Q2 | $1.06M | Hold |
9,500
| – | – | 0.53% | 9 |
|
|
2019
Q1 | $962K | Hold |
9,500
| – | – | 0.56% | 10 |
|
|
2018
Q4 | $943K | Buy |
+9,500
| New | +$943K | 0.63% | 8 |
|
|
2018
Q1 | – | Sell |
-7,500
| Closed | -$802K | – | 45 |
|
|
2017
Q4 | $802K | Buy |
+7,500
| New | +$802K | 0.07% | 32 |
|