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Disclosery

LPL Financial LLC: JMBS position timeline

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

LPL Financial LLC held 1,846,020 JMBS 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 1,846,020 shares
    Change vs previous 13F +210,985 shares

    0.02% of the 13F portfolio, value $83,052,438.

    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 1,635,035 shares
    Change vs previous 13F +72,354 shares

    0.02% of the 13F portfolio, value $73,870,867.

    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 1,562,681 shares
    Change vs previous 13F +107,267 shares

    0.02% of the 13F portfolio, value $71,398,881.

    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 1,455,414 shares
    Change vs previous 13F +164,420 shares

    0.02% of the 13F portfolio, value $66,468,740.

    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 1,290,994 shares
    Change vs previous 13F +286,116 shares

    0.02% of the 13F portfolio, value $58,159,242.

    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 1,004,878 shares
    Change vs previous 13F -56,064 shares

    0.02% of the 13F portfolio, value $45,420,464.

    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 1,060,942 shares
    Change vs previous 13F -85,738 shares

    0.02% of the 13F portfolio, value $46,872,432.

    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 1,146,680 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $53,492,636.

    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).