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	-6,560	Closed	-$1.61M	–	179
2025 Q1	$1.61M	Sell	6,560 -7,377	-53%	-$1.88M	0.76%	49
2024 Q4	$3.34M	Sell	13,937 -1,062	-7%	-$247K	1.16%	13
2024 Q3	$3.16M	Sell	14,999 -13,407	-47%	-$2.82M	1.08%	14
2024 Q2	$5.75M	Buy	28,406 +12,700	+81%	+$2.48M	2.04%	9
2024 Q1	$3.15M	Sell	15,706 -1,437	-8%	-$259K	1.05%	25
2023 Q4	$2.92M	Buy	+17,143	New	+$2.6M	1.03%	29
2014 Q3	–	Sell	-229,237	Closed	-$13.2M	–	105
2014 Q2	$13.2M	Sell	229,237 -31,942	-12%	-$1.8M	2.47%	19
2014 Q1	$15.9M	Sell	261,179 -3,707	-1%	-$214K	3.31%	15
2013 Q4	$15.5M	Sell	264,886 -6,694	-2%	-$367K	3.38%	12
2013 Q3	$14M	Buy	+271,580	New	+$14.6M	3.09%	12