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Disclosery

LPL Financial LLC: JPIE position timeline

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

LPL Financial LLC held 2,071,878 JPIE 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 2,071,878 shares
    Change vs previous 13F +1,350,568 shares

    0.02% of the 13F portfolio, value $95,409,975.

    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 721,310 shares
    Change vs previous 13F +68,651 shares

    0.01% of the 13F portfolio, value $33,230,770.

    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 652,659 shares
    Change vs previous 13F +177,981 shares

    0.01% of the 13F portfolio, value $30,211,585.

    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 474,678 shares
    Change vs previous 13F -20,986 shares

    0.01% of the 13F portfolio, value $22,029,822.

    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 495,664 shares
    Change vs previous 13F +459,432 shares

    0.01% of the 13F portfolio, value $22,959,176.

    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 36,232 shares
    Change vs previous 13F -19,270 shares

    <0.01% of the 13F portfolio, value $1,669,205.

    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 55,502 shares
    Change vs previous 13F +44,139 shares

    <0.01% of the 13F portfolio, value $2,532,001.

    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 11,363 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $527,130.

    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).