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Joseph P. Lucia & Associates, LLC → JPM-PM
Joseph P. Lucia & Associates, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$2.5M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $472K |
| Q4 2025 | $4.4M |
| Q4 2025 | $2M |
| Q1 2026 | $444K |
| Q1 2026 | $4.4M |
| Q1 2026 | $2M |
| Q2 2026 | $494K |
| Q2 2026 | $5.5M |
| Q2 2026 | $2.5M |
| Q3 2026 | $500K |
| Q3 2026 | $5.5M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 40.9K | — | — |
| Q3 2026 | $5.5M | 98.6K | — | — |
| Q3 2026 | $500K | 1.5K | — | — |
| Q2 2026 | $2.5M | 40.2K | — | — |
| Q2 2026 | $5.5M | 96.5K | — | — |
| Q2 2026 | $494K | 1.5K | — | — |
| Q1 2026 | $2M | 35.8K | — | — |
| Q1 2026 | $4.4M | 77.4K | — | — |
| Q1 2026 | $444K | 1.5K | — | — |
| Q4 2025 | $2M | 34.1K | — | — |
| Q4 2025 | $4.4M | 76.8K | — | — |
| Q4 2025 | $472K | 1.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B