JP Morgan Private Wealth Advisors’s Lumentum LITE Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$272K	Buy	6,010 +943	+19%	+$47.9K	﹤0.01%	1522
2023 Q2	$287K	Sell	5,067 -3,858	-43%	-$193K	﹤0.01%	1256
2023 Q1	$482K	Buy	8,925 +527	+6%	+$29.4K	﹤0.01%	1493
2022 Q4	$438K	Buy	8,398 +1,250	+17%	+$76.8K	﹤0.01%	1520
2022 Q3	$490K	Sell	7,148 -1,279	-15%	-$106K	﹤0.01%	1466
2022 Q2	$669K	Buy	8,427 +985	+13%	+$84.1K	﹤0.01%	1325
2022 Q1	$726K	Buy	7,442 +4,490	+152%	+$439K	﹤0.01%	1360
2021 Q4	$312K	Buy	2,952 +387	+15%	+$35.2K	﹤0.01%	1734
2021 Q3	$214K	Buy	+2,565	New	+$215K	﹤0.01%	1831

Other funds holding LITE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LITE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Lumentum (LITE) stake by 19% in Q3 2023, buying an estimated $47.9K and bringing the position to 6,010 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

JP Morgan Private Wealth Advisors first reported a position in LITE in Q3 2021 and has held it in 9 quarters since. The position peaked at $726K in Q1 2022. 366 funds tracked by Wall St. Rank hold LITE as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,010 shares of Lumentum worth $272K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 943 Lumentum shares in Q3 2023, an estimated $47.9K.
Lumentum made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1522 holding.
JP Morgan Private Wealth Advisors first reported a position in Lumentum in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's Lumentum position peaked at $726K in Q1 2022.
366 funds tracked by Wall St. Rank held Lumentum as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.