LPL Financial LLC: JCPB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on JCPB, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 3,334,790 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 3,334,790 sharesChange vs previous 13F +1,661,136 shares
0.04% of the 13F portfolio, value $156,535,034.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,673,654 sharesChange vs previous 13F +1,367,293 shares
0.02% of the 13F portfolio, value $78,795,641.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 306,361 sharesChange vs previous 13F +61,761 shares
<0.01% of the 13F portfolio, value $14,506,209.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 244,600 sharesChange vs previous 13F +74,726 shares
<0.01% of the 13F portfolio, value $11,630,739.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 169,874 sharesChange vs previous 13F +44,276 shares
<0.01% of the 13F portfolio, value $7,994,247.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 125,598 sharesChange vs previous 13F -9,889 shares
<0.01% of the 13F portfolio, value $5,908,150.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 135,487 sharesChange vs previous 13F +375 shares
<0.01% of the 13F portfolio, value $6,241,886.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 135,112 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $6,517,803.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).