JMPWA
LITS

JP Morgan Private Wealth Advisors’s Lite Strategy Inc LITS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LITS Stock Details LITS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-800
Closed -$10K – 1984
2022
Q1 		$10K Buy
+800
New +$31.4K ﹤0.01% 1988
2015
Q1 		– Sell
-607
Closed -$52K – 1161
2014
Q4 		$52K Hold
607
– – ﹤0.01% 1068
2014
Q3 		$84K Hold
607
– – ﹤0.01% 1044
2014
Q2 		$77K Buy
+607
New +$88.9K ﹤0.01% 870

Other funds holding LITS

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LITS Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Lite Strategy Inc (LITS) in Q2 2022, closing a stake of 800 shares — an estimated $10K sold.

JP Morgan Private Wealth Advisors first reported a position in LITS in Q2 2014 and held it in 4 quarters. The position peaked at $84K in Q3 2014. 66 funds tracked by Wall St. Rank hold LITS as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Lite Strategy Inc position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 800 Lite Strategy Inc shares in Q2 2022, an estimated $10K.
  • JP Morgan Private Wealth Advisors first reported a position in Lite Strategy Inc in Q2 2014 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Lite Strategy Inc position peaked at $84K in Q3 2014.
  • 66 funds tracked by Wall St. Rank held Lite Strategy Inc as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.