JIM
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Jupiter Investment Management’s LPL Financial LPLA Stock Holding History

Jupiter Investment 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
2019
Q2 		– Sell
-1,707
Closed -$118K – 389
2019
Q1 		$118K Buy
+1,707
New +$123K ﹤0.01% 333
2017
Q4 		– Sell
-92,852
Closed -$4.79M – 407
2017
Q3 		$4.79M Sell
92,852
-11,047
-11% -$508K 0.05% 171
2017
Q2 		$4.41M Buy
+103,899
New +$4.22M 0.05% 184
2016
Q2 		– Sell
-610
Closed -$15K – 493
2016
Q1 		$15K Buy
+610
New +$16.5K ﹤0.01% 454

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Jupiter Investment Management's LPLA Position: Q2 2019 in Review

Jupiter Investment Management sold out of LPL Financial (LPLA) in Q2 2019, closing a stake of 1,707 shares — an estimated $118K sold.

Jupiter Investment Management first reported a position in LPLA in Q1 2016 and held it in 4 quarters. The position peaked at $4.79M in Q3 2017. 321 funds tracked by Wall St. Rank hold LPLA as of Q2 2019.

  • Jupiter Investment Management reported no remaining LPL Financial position as of Q2 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 1,707 LPL Financial shares in Q2 2019, an estimated $118K.
  • Jupiter Investment Management first reported a position in LPL Financial in Q1 2016 and held it in 4 quarters.
  • Jupiter Investment Management's LPL Financial position peaked at $4.79M in Q3 2017.
  • 321 funds tracked by Wall St. Rank held LPL Financial as of Q2 2019.

Based on Jupiter Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.