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JPM
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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