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LUCAS CAPITAL MANAGEMENT: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUCAS CAPITAL MANAGEMENT on JPM, newest first. How the timeline and the estimate are built.

LUCAS CAPITAL MANAGEMENT held 16,973 JPM shares at 2020-12-31 per its 13F-HR filed 2021-01-27.

the latest 13F is the newest step

  1. period ended2020-12-31
    13F 16,973 shares
    Change vs previous 13F +5,435 shares

    2.52% of the 13F portfolio, value $2,157,000.

    13F-HR 0001667731-21-000022 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2020-09-30
    13F 11,538 shares
    Change vs previous 13F +100 shares

    1.49% of the 13F portfolio, value $1,111,000.

    13F-HR 0001667731-20-000394 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-06-30
    13F 11,438 shares
    Change vs previous 13F +1,065 shares

    1.47% of the 13F portfolio, value $1,076,000.

    13F-HR 0001667731-20-000315 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-03-31
    13F 10,373 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $934,000.

    13F-HR 0001667731-20-000197 filed by LUCAS CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).