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Disclosery

JPMORGAN CHASE & CO: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on LPLA, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 392,561 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 392,561 shares
    Change vs previous 13F -398,169 shares

    0.01% of the 13F portfolio, value $105,693,476.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    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/A 790,730 shares
    Change vs previous 13F -406,636 shares

    0.02% of the 13F portfolio, value $237,361,902.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    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 1,197,366 shares
    Change vs previous 13F +258,611 shares

    0.03% of the 13F portfolio, value $427,663,500.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    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/A 938,755 shares
    Change vs previous 13F -221,566 shares

    0.02% of the 13F portfolio, value $312,320,194.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    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 1,160,321 shares
    Change vs previous 13F -144,459 shares

    0.03% of the 13F portfolio, value $435,092,287.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    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 1,304,780 shares
    Change vs previous 13F +105,665 shares

    0.03% of the 13F portfolio, value $426,845,786.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    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 1,199,115 shares
    Change vs previous 13F -76,021 shares

    0.03% of the 13F portfolio, value $391,523,054.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    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/A 1,275,136 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $296,635,083.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).