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Disclosery

LPL Financial LLC: JPMB position timeline

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

LPL Financial LLC held 52,380 JPMB 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 52,380 shares
    Change vs previous 13F -37,770 shares

    <0.01% of the 13F portfolio, value $2,111,624.

    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 90,150 shares
    Change vs previous 13F +21,505 shares

    <0.01% of the 13F portfolio, value $3,538,639.

    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 68,645 shares
    Change vs previous 13F +30,626 shares

    <0.01% of the 13F portfolio, value $2,770,809.

    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 38,019 shares
    Change vs previous 13F +17,199 shares

    <0.01% of the 13F portfolio, value $1,534,365.

    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 20,820 shares
    Change vs previous 13F -231,416 shares

    <0.01% of the 13F portfolio, value $811,219.

    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 252,236 shares
    Change vs previous 13F +16,598 shares

    <0.01% of the 13F portfolio, value $9,723,679.

    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 235,638 shares
    Change vs previous 13F +4,190 shares

    <0.01% of the 13F portfolio, value $8,963,651.

    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 231,448 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,401,741.

    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).