JP Morgan Private Wealth Advisors’s Lightpath Technologies LPTH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LPTH Stock Details LPTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-20,000	Closed	-$18K	–	1460
2019 Q2	$18K	Hold	20,000	–	–	﹤0.01%	1369
2019 Q1	$30K	Hold	20,000	–	–	﹤0.01%	1446
2018 Q4	$30K	Hold	20,000	–	–	﹤0.01%	1431
2018 Q3	$40K	Hold	20,000	–	–	﹤0.01%	1550
2018 Q2	$46K	Hold	20,000	–	–	﹤0.01%	1443
2018 Q1	$44K	Buy	+20,000	New	+$45.8K	﹤0.01%	1261
2017 Q4	–	Sell	-20,012	Closed	-$51K	–	1311
2017 Q3	$51K	Buy	+20,012	New	+$51.9K	﹤0.01%	1215
2013 Q3	–	Sell	-10,000	Closed	-$12K	–	652
2013 Q2	$12K	Buy	+10,000	New	+$9.6K	﹤0.01%	621

Other funds holding LPTH

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LPTH Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of Lightpath Technologies (LPTH) in Q3 2019, closing a stake of 20,000 shares — an estimated $18K sold.

JP Morgan Private Wealth Advisors first reported a position in LPTH in Q2 2013 and held it in 8 quarters. The position peaked at $51K in Q3 2017. 30 funds tracked by Wall St. Rank hold LPTH as of Q3 2019.

JP Morgan Private Wealth Advisors reported no remaining Lightpath Technologies position as of Q3 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 20,000 Lightpath Technologies shares in Q3 2019, an estimated $18K.
JP Morgan Private Wealth Advisors first reported a position in Lightpath Technologies in Q2 2013 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Lightpath Technologies position peaked at $51K in Q3 2017.
30 funds tracked by Wall St. Rank held Lightpath Technologies as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.