JF
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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
Q1 		– Sell
-5,441
Closed -$1.94M – 2182
2025
Q4 		$1.94M Buy
5,441
+4,293
+374% +$1.52M 0.02% 694
2025
Q3 		$382K Sell
1,148
-2,152
-65% -$780K ﹤0.01% 1386
2025
Q2 		$1.24M Buy
3,300
+2,291
+227% +$803K 0.02% 886
2025
Q1 		$330K Buy
+1,009
New +$351K 0.01% 1253
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
BlackRock New York $5.7T 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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return