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JPMJPM
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in JPMORGAN CHASE & CO

LPL Financial LLC holds 5.3M shares of JPM (JPMORGAN CHASE & CO), worth $1.7B as of 2026-Q2. The position was decreased (-2.6% shares). JPM represents 0.4% of LPL Financial LLC's portfolio.

Current Value

$1.7B

Current Shares

5.3M

Total Value Change

+$1.6B

Total Shares Change

+4.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
5.3M
-2.6%
$1.7B0.4%$325.86
0
2026-Q1
Decreased
5.4M
-1.3%
$1.6B0.4%$300.26
0
2025-Q4
Increased
5.5M
+4.6%
$1.8B0.5%$321.97
40
2025-Q3
Increased
5.2M
+8.7%
$1.6B0.5%$312.75
42
2025-Q2
Increased
4.8M
+9.3%
$1.4B0.5%$283.07
42
2025-Q1
Increased
4.4M
+9.3%
$1.1B0.4%$237.97
42
2024-Q4
Increased
4M
+8.2%
$963M0.4%$233.31
41
2024-Q3
Increased
3.7M
+6.7%
$782.6M0.3%$203.96
41
2024-Q2
Increased
3.5M
+8.1%
$703.8M0.4%$194.90
41
2024-Q1
Increased
3.2M
+2.4%
$644.5M0.3%$191.89
39
2023-Q4
Increased
3.1M
+4.8%
$534.8M0.3%$161.96
39
2023-Q3
Increased
3M
+6.7%
$435M0.3%$137.07
40
2023-Q2
Increased
2.8M
+4.7%
$408.8M0.3%$134.64
39
2023-Q1
Increased
2.7M
+1.7%
$350M0.3%$119.92
38
2022-Q4
Increased
2.6M
+5.0%
$354.3M0.3%$123.99
39
2022-Q3
Increased
2.5M
+5.6%
$262.9M0.3%$97.28
39
2022-Q2
Increased
2.4M
+3.0%
$268.3M0.3%$104.73
38
2022-Q1
Increased
2.3M
+7.2%
$315.3M0.3%$126.72
40
2021-Q4
Increased
2.2M
+9.1%
$341.6M0.3%$142.04
41
2021-Q3
Increased
2M
+6.9%
$323.8M0.3%$147.85
40
2021-Q2
Increased
1.9M
+8.5%
$287.8M0.3%$136.54
40
2021-Q1
Increased
1.7M
+2.9%
$259.6M0.3%$136.04
38
2020-Q4
Increased
1.7M
+6.1%
$210.6M0.3%$109.61
39
2020-Q3
Increased
1.6M
+4.7%
$150.4M0.2%$82.60
38
2020-Q2
Increased
1.5M
+7.1%
$140.4M0.2%$79.79
39
2020-Q1
Increased
1.4M
+9.3%
$125.4M0.3%$79.39
39
2019-Q4
Increased
1.3M
+7.8%
$177.6M0.3%$116.96
39
2019-Q3
Decreased
1.2M
-0.7%
$139.1M0.3%$98.53
0
2019-Q2
Increased
1.2M
+3.6%
$133.1M0.3%$92.92
37
2019-Q1
Increased
1.1M
+8.2%
$116.3M0.3%$83.49
39
2018-Q4
New
1.1M
-
$103.7M0.3%$79.22
50

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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