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

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