JFS Wealth Advisors’s LPL Financial LPLA Stock Holding History

JFS Wealth Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.4K	Sell	83 -7	-8%	-$2.1K	﹤0.01%	728
2026 Q1	$27.1K	Buy	90 +4	+5%	+$1.34K	﹤0.01%	667
2025 Q4	$30.7K	Buy	86 +19	+28%	+$6.72K	﹤0.01%	634
2025 Q3	$22.3K	Hold	67	–	–	﹤0.01%	674
2025 Q2	$25.1K	Sell	67 -1	-1%	-$350	﹤0.01%	611
2025 Q1	$22.2K	Buy	68 +2	+3%	+$696	﹤0.01%	637
2024 Q4	$21.6K	Hold	66	–	–	﹤0.01%	622
2024 Q3	$15.4K	Buy	66 +1	+2%	+$225	﹤0.01%	707
2024 Q2	$18.2K	Hold	65	–	–	﹤0.01%	619
2024 Q1	$17.2K	Hold	65	–	–	﹤0.01%	659
2023 Q4	$14.8K	Hold	65	–	–	﹤0.01%	664
2023 Q3	$15.4K	Hold	65	–	–	﹤0.01%	607
2023 Q2	$14.1K	Sell	65 -7	-10%	-$1.4K	﹤0.01%	617
2023 Q1	$14.6K	Sell	72 -5	-6%	-$1.14K	﹤0.01%	601
2022 Q4	$16.6K	Sell	77 -4	-5%	-$935	﹤0.01%	570
2022 Q3	$18K	Sell	81 -6	-7%	-$1.28K	﹤0.01%	595
2022 Q2	$16K	Buy	87 +32	+58%	+$6.08K	﹤0.01%	634
2022 Q1	$10K	Buy	55 +34	+162%	+$5.92K	﹤0.01%	787
2021 Q4	$3K	Buy	+21	New	+$3.47K	﹤0.01%	960
2020 Q1	–	Sell	-10	Closed	-$1K	–	540
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	483
2019 Q3	$1K	Buy	+10	New	+$800	﹤0.01%	482

Other funds holding LPLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return