JAM
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Jupiter Asset Management’s LPL Financial LPLA Stock Holding History

Jupiter Asset 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
2023
Q2 		– Sell
-4,535
Closed -$918K – 540
2023
Q1 		$918K Sell
4,535
-9,029
-67% -$2.06M 0.01% 346
2022
Q4 		$2.93M Sell
13,564
-8,177
-38% -$1.91M 0.04% 261
2022
Q3 		$4.75M Hold
21,741
– – 0.07% 246
2022
Q2 		$4.01M Buy
+21,741
New +$4.13M 0.06% 259
2021
Q3 		– Sell
-101,097
Closed -$13.6M – 605
2021
Q2 		$13.6M Buy
101,097
+83,330
+469% +$12.1M 0.14% 174
2021
Q1 		$2.53M Buy
+17,767
New +$2.27M 0.02% 386

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WCM Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return