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Disclosery

LPL Financial LLC: JPRE position timeline

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

LPL Financial LLC held 97,193 JPRE 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 97,193 shares
    Change vs previous 13F -1,574 shares

    <0.01% of the 13F portfolio, value $5,071,529.

    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 98,767 shares
    Change vs previous 13F -23,940 shares

    <0.01% of the 13F portfolio, value $4,747,717.

    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 122,707 shares
    Change vs previous 13F -2,382 shares

    <0.01% of the 13F portfolio, value $5,731,651.

    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 125,089 shares
    Change vs previous 13F +3,620 shares

    <0.01% of the 13F portfolio, value $5,995,507.

    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 121,469 shares
    Change vs previous 13F +3,550 shares

    <0.01% of the 13F portfolio, value $5,786,792.

    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 117,919 shares
    Change vs previous 13F +18,725 shares

    <0.01% of the 13F portfolio, value $5,683,687.

    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 99,194 shares
    Change vs previous 13F +3,000 shares

    <0.01% of the 13F portfolio, value $4,689,894.

    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 96,194 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,900,108.

    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).