LPL Financial
JCTC

LPL Financial’s Jewett-Cameron Trading JCTC Stock Holding History

LPL Financial’s Portfolio JCTC Stock Details JCTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-65,500
Closed -$304K – 5543
2024
Q4 		$304K Hold
65,500
– – ﹤0.01% 4517
2024
Q3 		$326K Sell
65,500
-400
-0.6% -$1.81K ﹤0.01% 4360
2024
Q2 		$320K Buy
65,900
+21,334
+48% +$113K ﹤0.01% 4218
2024
Q1 		$236K Hold
44,566
– – ﹤0.01% 4377
2023
Q4 		$242K Buy
44,566
+1,900
+4% +$9.24K ﹤0.01% 4251
2023
Q3 		$198K Buy
42,666
+450
+1% +$2.1K ﹤0.01% 4247
2023
Q2 		$186K Buy
42,216
+4,800
+13% +$23.3K ﹤0.01% 4176
2023
Q1 		$210K Buy
+37,416
New +$211K ﹤0.01% 4005

Other funds holding JCTC

PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial's JCTC Position: Q1 2025 in Review

LPL Financial sold out of Jewett-Cameron Trading (JCTC) in Q1 2025, closing a stake of 65,500 shares — an estimated $304K sold.

LPL Financial first reported a position in JCTC in Q1 2023 and held it in 8 quarters. The position peaked at $326K in Q3 2024. 14 funds tracked by Wall St. Rank hold JCTC as of Q1 2025.

  • LPL Financial reported no remaining Jewett-Cameron Trading position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 65,500 Jewett-Cameron Trading shares in Q1 2025, an estimated $304K.
  • LPL Financial first reported a position in Jewett-Cameron Trading in Q1 2023 and held it in 8 quarters.
  • LPL Financial's Jewett-Cameron Trading position peaked at $326K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Jewett-Cameron Trading as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.