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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

  1. period ended2026-06-30
    13F 3,334,790 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,673,654 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 306,361 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 244,600 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 169,874 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 125,598 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 135,487 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 135,112 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).