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Mount Lucas Management LP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mount Lucas Management LP on JPM, newest first. How the timeline and the estimate are built.

Mount Lucas Management LP held 0 JPM shares at 2025-06-30 per its 13F-HR filed 2025-08-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -6,560 shares

    13F-HR 0001140361-25-030098 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 6,560 shares
    Change vs previous 13F -7,377 shares

    0.76% of the 13F portfolio, value $1,609,168.

    13F-HR 0001140361-25-017463 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 13,937 shares
    Change vs previous 13F -1,062 shares

    1.16% of the 13F portfolio, value $3,340,838.

    13F-HR 0001140361-25-003529 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 14,999 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,162,689.

    13F-HR 0001140361-24-045415 filed by Mount Lucas Management LP
    Filed (acceptance time not in the bulk data set), ingested

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