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Mount Lucas Management’s JPMorgan Chase JPM Stock Holding History

Mount Lucas Management’s Portfolio JPM Stock Details JPM Fund Activity
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 – 176
2025
Q1 		$1.61M Sell
6,560
-7,377
-53% -$1.88M 0.52% 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 1.64% 9
2024
Q1 		$3.15M Sell
15,706
-1,437
-8% -$259K 0.86% 25
2023
Q4 		$2.92M Buy
+17,143
New +$2.6M 0.84% 29
2014
Q3 		– Sell
-229,237
Closed -$13.2M – 105
2014
Q2 		$13.2M Sell
229,237
-31,942
-12% -$1.8M 1.73% 19
2014
Q1 		$15.9M Sell
261,179
-3,707
-1% -$214K 2.17% 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

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mount Lucas Management's JPM Position: Q2 2025 in Review

Mount Lucas Management sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 6,560 shares — an estimated $1.61M sold.

Mount Lucas Management first reported a position in JPM in Q3 2013 and held it in 10 quarters. The position peaked at $15.9M in Q1 2014. 4,748 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Mount Lucas Management reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Mount Lucas Management sold 6,560 JPMorgan Chase shares in Q2 2025, an estimated $1.61M.
  • Mount Lucas Management first reported a position in JPMorgan Chase in Q3 2013 and held it in 10 quarters.
  • Mount Lucas Management's JPMorgan Chase position peaked at $15.9M in Q1 2014.
  • 4,748 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Mount Lucas Management's 13F filing for Q2 2025, filed 11 Aug 2025.