Position history for LPL Financial LLC's holdings in JPMORGAN CHASE & CO
LPL Financial LLC holds 5.4M shares of JPM (JPMORGAN CHASE & CO), worth $1.6B as of 2026-Q1. The position was decreased (-1.3% shares). JPM represents 0.4% of LPL Financial LLC's portfolio.
Current Value
$1.6B
Current Shares
5.4M
Total Value Change
+$882M
Total Shares Change
+1.9M
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 5.4M |
-1.3% |
| $1.6B |
| 0.4% |
| $300.26 |
0 |
| 2025-Q4 | Increased | 5.5M | +4.6% | $1.8B | 0.5% | $321.97 | 40 |
| 2025-Q3 | Increased | 5.2M | +8.7% | $1.6B | 0.5% | $312.75 | 42 |
| 2025-Q2 | Increased | 4.8M | +9.3% | $1.4B | 0.5% | $283.07 | 42 |
| 2025-Q1 | Increased | 4.4M | +9.3% | $1.1B | 0.4% | $237.97 | 42 |
| 2024-Q4 | Increased | 4M | +8.2% | $963M | 0.4% | $233.31 | 41 |
| 2024-Q3 | Increased | 3.7M | +6.7% | $782.6M | 0.3% | $203.96 | 41 |
| 2024-Q2 | Increased | 3.5M | +8.1% | $703.8M | 0.4% | $194.90 | 41 |