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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's LITE Position: Q2 2026 in Review

JP Morgan Chase increased its Lumentum (LITE) stake by 38% in Q2 2026, buying an estimated $998M and bringing the position to 4,059,807 shares worth $3.46B. The position accounts for 0.19% of the portfolio, ranked #113.

JP Morgan Chase first reported a position in LITE in Q3 2015 and has held it in 44 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

JP Morgan Chase held 4,059,807 shares of Lumentum worth $3.46B as of Q2 2026.
JP Morgan Chase bought 1,118,364 Lumentum shares in Q2 2026, an estimated $998M.
Lumentum made up 0.19% of JP Morgan Chase's portfolio in Q2 2026, its #113 holding.
JP Morgan Chase first reported a position in Lumentum in Q3 2015 and has held it in 44 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.