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Disclosery

LPL Financial LLC: JPM position timeline

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

LPL Financial LLC held 5,252,268 JPM 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 5,252,268 shares
    Change vs previous 13F -138,670 shares

    0.39% of the 13F portfolio, value $1,719,224,716.

    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 5,390,938 shares
    Change vs previous 13F -68,886 shares

    0.42% of the 13F portfolio, value $1,585,798,247.

    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 5,459,824 shares
    Change vs previous 13F +242,190 shares

    0.48% of the 13F portfolio, value $1,759,264,372.

    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 5,217,634 shares
    Change vs previous 13F +417,770 shares

    0.48% of the 13F portfolio, value $1,645,798,261.

    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 4,799,864 shares
    Change vs previous 13F +408,242 shares

    0.46% of the 13F portfolio, value $1,391,528,513.

    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 4,391,622 shares
    Change vs previous 13F +374,330 shares

    0.42% of the 13F portfolio, value $1,077,264,729.

    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 4,017,292 shares
    Change vs previous 13F +305,968 shares

    0.39% of the 13F portfolio, value $962,984,965.

    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 3,711,324 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $782,569,870.

    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).