MLM
Mount Lucas Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,560
| Closed | -$1.61M | – | 174 |
|
|
2025
Q1 | $1.61M | Sell |
6,560
-7,377
| -53% | -$1.81M | 0.52% | 44 |
|
|
2024
Q4 | $3.34M | Sell |
13,937
-1,062
| -7% | -$255K | 1.16% | 13 |
|
|
2024
Q3 | $3.16M | Sell |
14,999
-13,407
| -47% | -$2.83M | 1.08% | 14 |
|
|
2024
Q2 | $5.75M | Buy |
28,406
+12,700
| +81% | +$2.57M | 1.64% | 7 |
|
|
2024
Q1 | $3.15M | Sell |
15,706
-1,437
| -8% | -$288K | 0.86% | 23 |
|
|
2023
Q4 | $2.92M | Buy |
+17,143
| New | +$2.92M | 0.84% | 26 |
|
|
2014
Q3 | – | Sell |
-229,237
| Closed | -$13.2M | – | 104 |
|
|
2014
Q2 | $13.2M | Sell |
229,237
-31,942
| -12% | -$1.84M | 1.73% | 17 |
|
|
2014
Q1 | $15.9M | Sell |
261,179
-3,707
| -1% | -$225K | 2.17% | 13 |
|
|
2013
Q4 | $15.5M | Sell |
264,886
-6,694
| -2% | -$391K | 3.38% | 12 |
|
|
2013
Q3 | $14M | Buy |
+271,580
| New | +$14M | 3.09% | 12 |
|