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 Q3	$84.8M	Buy	87,100 +16,100	+23%	+$13.6M	﹤0.01%	1129
2026 Q2	$60.4M	Sell	71,000 -12,500	-15%	-$11.2M	﹤0.01%	1342
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

JP Morgan Chase's LITE Position: Q3 2026 in Review

JP Morgan Chase reduced its Lumentum (LITE) stake by 37% in Q3 2026, selling an estimated $1.28B and leaving 2,546,442 shares worth $2.48B. The position accounts for 0.13% of the portfolio, ranked #152.

JP Morgan Chase first reported a position in LITE in Q3 2015 and has held it in 45 quarters since. The position peaked at $3.46B in Q2 2026. 1,153 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

JP Morgan Chase held 2,546,442 shares of Lumentum worth $2.48B as of Q3 2026.
JP Morgan Chase sold 1,513,365 Lumentum shares in Q3 2026, an estimated $1.28B.
Lumentum made up 0.13% of JP Morgan Chase's portfolio in Q3 2026, its #152 holding.
JP Morgan Chase first reported a position in Lumentum in Q3 2015 and has held it in 45 quarters since.
JP Morgan Chase's Lumentum position peaked at $3.46B in Q2 2026.
1,153 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.