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Disclosery

LPL Financial LLC: JHMM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on JHMM, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 5,014,123 JHMM 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 5,014,123 shares
    Change vs previous 13F +121,047 shares

    0.08% of the 13F portfolio, value $375,858,656.

    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 4,893,076 shares
    Change vs previous 13F +611,527 shares

    0.09% of the 13F portfolio, value $328,423,265.

    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 4,281,549 shares
    Change vs previous 13F +89,575 shares

    0.08% of the 13F portfolio, value $280,355,821.

    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 4,191,974 shares
    Change vs previous 13F -28,715 shares

    0.08% of the 13F portfolio, value $271,178,772.

    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 4,220,689 shares
    Change vs previous 13F -2,610 shares

    0.09% of the 13F portfolio, value $258,010,678.

    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 4,223,299 shares
    Change vs previous 13F -341,541 shares

    0.09% of the 13F portfolio, value $241,995,014.

    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 4,564,840 shares
    Change vs previous 13F +6,007 shares

    0.11% of the 13F portfolio, value $272,657,885.

    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 4,558,833 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $274,441,726.

    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).