JP Morgan Chase’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $237M | Sell |
790,730
-406,636
| -34% | -$136M | 0.02% | 625 |
|
|
2025
Q4 | $428M | Buy |
1,197,366
+258,611
| +28% | +$91.5M | 0.03% | 436 |
|
|
2025
Q3 | $312M | Sell |
938,755
-221,566
| -19% | -$80.3M | 0.02% | 551 |
|
|
2025
Q2 | $435M | Sell |
1,160,321
-144,459
| -11% | -$50.6M | 0.03% | 447 |
|
|
2025
Q1 | $427M | Buy |
1,304,780
+105,665
| +9% | +$36.8M | 0.03% | 433 |
|
|
2024
Q4 | $392M | Sell |
1,199,115
-76,021
| -6% | -$22.5M | 0.03% | 444 |
|
|
2024
Q3 | $297M | Buy |
1,275,136
+276,166
| +28% | +$62.2M | 0.02% | 550 |
|
|
2024
Q2 | $279M | Buy |
998,970
+32,471
| +3% | +$8.81M | 0.02% | 522 |
|
|
2024
Q1 | $255M | Buy |
966,499
+56,238
| +6% | +$14.2M | 0.02% | 576 |
|
|
2023
Q4 | $207M | Sell |
910,261
-289,316
| -24% | -$65M | 0.02% | 602 |
|
|
2023
Q3 | $285M | Sell |
1,199,577
-41,074
| -3% | -$9.54M | 0.03% | 449 |
|
|
2023
Q2 | $270M | Sell |
1,240,651
-5,268
| -0.4% | -$1.05M | 0.03% | 476 |
|
|
2023
Q1 | $252M | Buy |
1,245,919
+36,875
| +3% | +$8.43M | 0.03% | 473 |
|
|
2022
Q4 | $261M | Sell |
1,209,044
-290,771
| -19% | -$68M | 0.04% | 431 |
|
|
2022
Q3 | $328M | Buy |
1,499,815
+89,235
| +6% | +$19M | 0.05% | 365 |
|
|
2022
Q2 | $260M | Sell |
1,410,580
-72,420
| -5% | -$13.8M | 0.04% | 427 |
|
|
2022
Q1 | $271M | Buy |
1,483,000
+157,918
| +12% | +$27.5M | 0.04% | 470 |
|
|
2021
Q4 | $212M | Buy |
1,325,082
+1,004,582
| +313% | +$166M | 0.03% | 545 |
|
|
2021
Q3 | $50.2M | Sell |
320,500
-18,676
| -6% | -$2.68M | 0.01% | 1173 |
|
|
2021
Q2 | $45.8M | Sell |
339,176
-32,988
| -9% | -$4.8M | 0.01% | 1260 |
|
|
2021
Q1 | $52.9M | Sell |
372,164
-37,717
| -9% | -$4.81M | 0.01% | 1138 |
|
|
2020
Q4 | $42.7M | Buy |
409,881
+59,773
| +17% | +$5.37M | 0.01% | 1151 |
|
|
2020
Q3 | $26.6M | Buy |
350,108
+211,968
| +153% | +$16.8M | ﹤0.01% | 1315 |
|
|
2020
Q2 | $10.8M | Sell |
138,140
-33,894
| -20% | -$2.26M | ﹤0.01% | 1835 |
|
|
2020
Q1 | $9.36M | Buy |
172,034
+65,774
| +62% | +$5.3M | ﹤0.01% | 1801 |
|
|
2019
Q4 | $9.8M | Sell |
106,260
-60,560
| -36% | -$5.2M | ﹤0.01% | 2128 |
|
|
2019
Q3 | $13.7M | Sell |
166,820
-102,595
| -38% | -$8.21M | ﹤0.01% | 1883 |
|
|
2019
Q2 | $21.6M | Buy |
269,415
+63,651
| +31% | +$5.04M | ﹤0.01% | 1521 |
|
|
2019
Q1 | $14.3M | Buy |
205,764
+8,063
| +4% | +$581K | ﹤0.01% | 1770 |
|
|
2018
Q4 | $12.1M | Sell |
197,701
-64,887
| -25% | -$3.96M | ﹤0.01% | 1850 |
|
|
2018
Q3 | $16.9M | Sell |
262,588
-32,953
| -11% | -$2.18M | ﹤0.01% | 1797 |
|
|
2018
Q2 | $19.4M | Sell |
295,541
-57,729
| -16% | -$3.79M | ﹤0.01% | 1611 |
|
|
2018
Q1 | $21.6M | Sell |
353,270
-158,302
| -31% | -$9.81M | ﹤0.01% | 1452 |
|
|
2017
Q4 | $29.2M | Sell |
511,572
-145,319
| -22% | -$7.65M | 0.01% | 1296 |
|
|
2017
Q3 | $33.9M | Buy |
656,891
+275,138
| +72% | +$12.7M | 0.01% | 1154 |
|
|
2017
Q2 | $16.2M | Buy |
381,753
+102,817
| +37% | +$4.17M | ﹤0.01% | 1608 |
|
|
2017
Q1 | $11.1M | Buy |
278,936
+181,620
| +187% | +$7.14M | ﹤0.01% | 1861 |
|
|
2016
Q4 | $3.43M | Sell |
97,316
-218,464
| -69% | -$7.63M | ﹤0.01% | 2728 |
|
|
2016
Q3 | $9.45M | Buy |
315,780
+14,499
| +5% | +$392K | ﹤0.01% | 1836 |
|
|
2016
Q2 | $6.79M | Buy |
301,281
+174,744
| +138% | +$4.39M | ﹤0.01% | 2091 |
|
|
2016
Q1 | $3.14M | Buy |
126,537
+124,680
| +6,714% | +$3.37M | ﹤0.01% | 2465 |
|
|
2015
Q4 | $79K | Sell |
1,857
-12,029
| -87% | -$512K | ﹤0.01% | 3823 |
|
|
2015
Q3 | $552K | Sell |
13,886
-42,969
| -76% | -$1.85M | ﹤0.01% | 3371 |
|
|
2015
Q2 | $2.64M | Buy |
56,855
+45,207
| +388% | +$1.96M | ﹤0.01% | 2750 |
|
|
2015
Q1 | $511K | Buy |
+11,648
| New | +$515K | ﹤0.01% | 3526 |
|
|
2014
Q4 | – | Sell |
-17,916
| Closed | -$826K | – | 4310 |
|
|
2014
Q3 | $826K | Buy |
17,916
+2,454
| +16% | +$118K | ﹤0.01% | 3440 |
|
|
2014
Q2 | $769K | Sell |
15,462
-19,224
| -55% | -$932K | ﹤0.01% | 2964 |
|
|
2014
Q1 | $1.82M | Sell |
34,686
-490
| -1% | -$25.9K | ﹤0.01% | 2591 |
|
|
2013
Q4 | $1.65M | Sell |
35,176
-5,016
| -12% | -$210K | ﹤0.01% | 2867 |
|
|
2013
Q3 | $1.54M | Buy |
40,192
+27,657
| +221% | +$1.06M | ﹤0.01% | 2978 |
|
|
2013
Q2 | $473K | Buy |
+12,535
| New | +$448K | ﹤0.01% | 3635 |
|
Other funds holding LPLA
VPM
VCM
SC
