JMPWA
LPLA icon

JP Morgan Private Wealth Advisors’s LPL Financial LPLA Stock Holding History

JP Morgan Private 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
2023
Q3 		$2.27M Buy
+9,557
New +$2.22M 0.01% 696
2023
Q2 		– Sell
-41,106
Closed -$8.32M – 1717
2023
Q1 		$8.32M Sell
41,106
-1,573
-4% -$360K 0.02% 472
2022
Q4 		$9.23M Buy
42,679
+17,144
+67% +$4.01M 0.02% 434
2022
Q3 		$5.58M Buy
25,535
+3,898
+18% +$829K 0.01% 532
2022
Q2 		$3.99M Buy
21,637
+6,152
+40% +$1.17M 0.01% 637
2022
Q1 		$2.83M Buy
15,485
+6,629
+75% +$1.15M 0.01% 792
2021
Q4 		$1.42M Buy
8,856
+1,700
+24% +$281K ﹤0.01% 1073
2021
Q3 		$1.12M Sell
7,156
-2,173
-23% -$312K ﹤0.01% 1164
2021
Q2 		$1.26M Buy
9,329
+6,975
+296% +$1.01M ﹤0.01% 1091
2021
Q1 		$335K Sell
2,354
-106
-4% -$13.5K ﹤0.01% 1485
2020
Q4 		$256K Sell
2,460
-266
-10% -$23.9K ﹤0.01% 1560
2020
Q3 		$209K Sell
2,726
-625
-19% -$49.6K ﹤0.01% 1508
2020
Q2 		$263K Sell
3,351
-559
-14% -$37.4K ﹤0.01% 1362
2020
Q1 		$213K Buy
3,910
+271
+7% +$21.8K ﹤0.01% 1277
2019
Q4 		$336K Buy
3,639
+136
+4% +$11.7K ﹤0.01% 1189
2019
Q3 		$287K Buy
+3,503
New +$280K ﹤0.01% 1211

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LPLA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in LPL Financial (LPLA) in Q3 2023: 9,557 shares worth $2.27M. The stake represents 0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in LPLA as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in LPLA in Q3 2019 and has held it in 16 quarters since. The position peaked at $9.23M in Q4 2022. 598 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,557 shares of LPL Financial worth $2.27M as of Q3 2023.
  • LPL Financial was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • LPL Financial made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #696 holding.
  • JP Morgan Private Wealth Advisors first reported a position in LPL Financial in Q3 2019 and has held it in 16 quarters since.
  • JP Morgan Private Wealth Advisors's LPL Financial position peaked at $9.23M in Q4 2022.
  • 598 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.