JP Morgan Chase
LITE icon

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 		$84.5M Buy
129,000
+83,000
+180% +$45.6M 0.01% 1068
2025
Q4 		$17M Buy
+46,000
New +$11.8M ﹤0.01% 2206
2023
Q3 		– Sell
-1,400
Closed -$79.4K – 7611
2023
Q2 		$79.4K Buy
+1,400
New +$70K ﹤0.01% 5562
2022
Q1 		– Sell
-500
Closed -$53K – 6833
2021
Q4 		$53K Buy
+500
New +$45.5K ﹤0.01% 5921
2019
Q1 		– Sell
-30,000
Closed -$1.26M – 5922
2018
Q4 		$1.26M Buy
+30,000
New +$1.48M ﹤0.01% 3598
2018
Q1 		– Sell
-5,100
Closed -$249K – 5517
2017
Q4 		$249K Buy
+5,100
New +$284K ﹤0.01% 4333

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
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.