JBF Capital, Inc. LU — LUFAX HOLDING LTD-ADR

Ownership history in JBF Capital, Inc.  ·  8 quarters on record

AI Ownership Summary

JBF Capital, Inc. reported LUFAX HOLDING LTD-ADR (LU) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.21% in 2024 Q1. The latest visible filing shows LU at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JBF Capital, Inc.'s position in LUFAX HOLDING LTD-ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LU was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LU stock page JBF Capital, Inc. fund profile JBF Capital, Inc. full holdings
How JBF Capital, Inc. held LU — position size vs. price
% of Fund (quarterly)    LU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 339,884 +201,955 +146.4% 0.13% $870K 2026-02-14 (Est.) $2.69
2025 Q3 REDUCED 59.4% -36.5% ✅ 137,929 -201,955 -59.4% 0.05% $339.9M 2025-11-13 $2.73
2025 Q2 UNCHANGED — — — 339,884 — 0% 0.15% $948K 2025-08-08 $2.83
2025 Q1 UNCHANGED — — — 339,884 — 0% 0.19% $1.0M 2025-05-08 $2.74
2024 Q4 REDUCED — — — 339,884 -5,000 -1.4% 0.14% $812K 2025-02-13 $2.74
2024 Q3 ADDED — — — 344,884 +289,884 +527.1% 0.18% $1.2M 2024-11-14 $2.33
2024 Q2 REDUCED 82.0% +47.3% ❌ 55,000 -250,000 -82.0% 0.02% $130K 2024-08-08 $2.77
2024 Q1 INITIATED — — — 305,000 — — 0.21% $1.3M 2024-05-14 $2.04

🏢 Other funds also holding LU

As of 2026 Q1 — sorted by position size

EWA, LLC 0.01% Marex Group plc 0.0% Police & Firemen's Retirement System of New Jersey 0.0% FULTON BANK, N.A. 3Y 7Y 0.0% CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% Ethic Inc. 3Y 0.0% Aberdeen Group plc 3Y 7Y 0.0% Bank of New York Mellon Corp 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About JBF Capital, Inc. and LU

These are the practical questions this page is built to answer before you even open the full history table.

How long has JBF Capital, Inc. reported owning LU?

JBF Capital, Inc. reported LU across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported LU position in JBF Capital, Inc.'s portfolio?

The largest reported portfolio weight for LU was 0.21% in 2024 Q1.

What is the latest reported LU position on this page?

The most recent filing on this page is 2025 Q4, when JBF Capital, Inc. reported 339,884 shares, equal to 0.13% of portfolio, with an estimated market value of $870K.

What does the chart on this LU ownership page compare?

The chart compares JBF Capital, Inc.'s quarterly LU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JBF Capital, Inc. time their LU position?

Based on 13F filing dates vs. subsequent LU price moves, JBF Capital, Inc. correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on LU relative to SPY over the holding period was -0.5%.

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