JP Morgan Chase’s Lumentum LITE Stock Holding History

JP Morgan Chase’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.7M	Buy	83,500 +82,700	+10,338%	+$45.4M	﹤0.01%	1343
2025 Q4	$295K	Sell	800 -1,900	-70%	-$488K	﹤0.01%	5323
2025 Q3	$439K	Buy	+2,700	New	+$337K	﹤0.01%	5110
2024 Q1	–	Sell	-5,200	Closed	-$273K	–	7674
2023 Q4	$273K	Hold	5,200	–	–	﹤0.01%	5170
2023 Q3	$235K	Hold	5,200	–	–	﹤0.01%	4969
2023 Q2	$295K	Buy	+5,200	New	+$260K	﹤0.01%	4834
2021 Q1	–	Sell	-1,500	Closed	-$142K	–	6216
2020 Q4	$142K	Buy	+1,500	New	+$129K	﹤0.01%	4912
2020 Q1	–	Sell	-34,800	Closed	-$2.76M	–	5531
2019 Q4	$2.76M	Sell	34,800 -13,800	-28%	-$903K	﹤0.01%	3138
2019 Q3	$2.6M	Sell	48,600 -26,700	-35%	-$1.51M	﹤0.01%	3235
2019 Q2	$3.95M	Buy	+75,300	New	+$4.01M	﹤0.01%	2836

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase's LITE Position: Q1 2026 in Review

JP Morgan Chase increased its Lumentum (LITE) stake by 50% in Q1 2026, buying an estimated $536M and bringing the position to 2,941,443 shares worth $1.93B. The position accounts for 0.12% of the portfolio, ranked #166.

JP Morgan Chase first reported a position in LITE in Q3 2015 and has held it in 43 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

JP Morgan Chase held 2,941,443 shares of Lumentum worth $1.93B as of Q1 2026.
JP Morgan Chase bought 975,781 Lumentum shares in Q1 2026, an estimated $536M.
Lumentum made up 0.12% of JP Morgan Chase's portfolio in Q1 2026, its #166 holding.
JP Morgan Chase first reported a position in Lumentum in Q3 2015 and has held it in 43 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.