JWM
LPLA icon

JPL Wealth Management’s LPL Financial LPLA Stock Holding History

JPL Wealth Management’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
Q1 		$5.72K Buy
+19
New +$6.38K ﹤0.01% 656
2025
Q4 		– Sell
-19
Closed -$6.32K – 681
2025
Q3 		$6.32K Buy
+19
New +$6.89K ﹤0.01% 625

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JPL Wealth Management's LPLA Position: Q1 2026 in Review

JPL Wealth Management opened a new position in LPL Financial (LPLA) in Q1 2026: 19 shares worth $5.72K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in LPLA as recently as Q3 2025.

JPL Wealth Management first reported a position in LPLA in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.32K in Q3 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • JPL Wealth Management held 19 shares of LPL Financial worth $5.72K as of Q1 2026.
  • LPL Financial was a new JPL Wealth Management position in Q1 2026.
  • LPL Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #656 holding.
  • JPL Wealth Management first reported a position in LPL Financial in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's LPL Financial position peaked at $6.32K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.