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Showing 8 of 31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in JPM DIVER RET US MC EQUITY

LPL Financial LLC holds 261,929 shares of JPME (JPM DIVER RET US MC EQUITY), worth $32.5M as of 2026-Q2. The position was increased (+4.5% shares). JPME represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$32.5M

Current Shares

261,929

Total Value Change

+$9.9M

Total Shares Change

+46,632

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
261,929
+4.5%
$32.5M0.0%$124.22
30
2026-Q1
Increased
250,776
+2.5%
$28.7M0.0%$118.15
29
2025-Q4
Increased
244,782
+7.8%
$26.6M0.0%$109.59
31
2025-Q3
Decreased
227,100
-1.3%
$24.6M0.0%$107.21
0
2025-Q2
Increased
230,072
+3.5%
$23.9M0.0%$102.19
30
2025-Q1
Decreased
222,291
-3.4%
$22.4M0.0%$98.14
0
2024-Q4
Increased
230,050
+6.8%
$23.6M0.0%$100.20
31
2024-Q3
Increased
215,297
+1.4%
$22.6M0.0%$101.99
29

Other major holders of JPME: Cerity Partners LLC

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