Jump Financial’s LPL Financial LPLA Stock Holding History

Jump Financial’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	$8.9M	Buy	+31,613	New	+$9.49M	0.07%	311
2026 Q1	–	Sell	-5,441	Closed	-$1.94M	–	2182
2025 Q4	$1.94M	Buy	5,441 +4,267	+363%	+$1.51M	0.02%	694
2025 Q3	$391K	Sell	1,174 -2,126	-64%	-$771K	﹤0.01%	1400
2025 Q2	$1.24M	Buy	3,300 +2,291	+227%	+$803K	0.01%	889
2025 Q1	$330K	Buy	+1,009	New	+$351K	﹤0.01%	1258
2024 Q3	–	Sell	-11,706	Closed	-$3.27M	–	1913
2024 Q2	$3.27M	Buy	+11,706	New	+$3.18M	0.07%	386
2023 Q1	–	Sell	-2,329	Closed	-$503K	–	1844
2022 Q4	$503K	Buy	+2,329	New	+$544K	0.03%	767
2022 Q3	–	Sell	-2,917	Closed	-$538K	–	1787
2022 Q2	$538K	Buy	2,917 +1,060	+57%	+$201K	0.02%	828
2022 Q1	$339K	Buy	+1,857	New	+$323K	0.01%	1004

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jump Financial's LPLA Position: Q2 2026 in Review

Jump Financial opened a new position in LPL Financial (LPLA) in Q2 2026: 31,613 shares worth $8.9M. The stake represents 0.07% of the portfolio and ranks #311 among its holdings. This is a return to the name: Jump Financial previously reported a position in LPLA as recently as Q4 2025.

Jump Financial first reported a position in LPLA in Q1 2022 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Jump Financial held 31,613 shares of LPL Financial worth $8.9M as of Q2 2026.
LPL Financial was a new Jump Financial position in Q2 2026.
LPL Financial made up 0.07% of Jump Financial's portfolio in Q2 2026, its #311 holding.
Jump Financial first reported a position in LPL Financial in Q1 2022 and has held it in 9 quarters since.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.