Mount Lucas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $3.34M | Sell |
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|
2024
Q3 | $3.16M | Sell |
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|
2024
Q2 | $5.75M | Buy |
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|
2024
Q1 | $3.15M | Sell |
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|
2023
Q4 | $2.92M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $13.2M | Sell |
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|
2014
Q1 | $15.9M | Sell |
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|
2013
Q4 | $15.5M | Sell |
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|
2013
Q3 | $14M | Buy |
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