LPL Financial
JO

LPL Financial’s iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN JO Stock Holding History

LPL Financial’s Portfolio JO Stock Details JO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,003
Closed -$428K – 4558
2021
Q3 		$428K Buy
+8,003
New +$403K ﹤0.01% 3363

Other funds holding JO

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
HPCM
High Pointe Capital Management Chicago, Illinois $139M AUM 24.99% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

LPL Financial's JO Position: Q4 2021 in Review

LPL Financial sold out of iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN (JO) in Q4 2021, closing a stake of 8,003 shares — an estimated $428K sold.

LPL Financial first reported a position in JO in Q3 2021 and held it in 1 quarter. The position peaked at $428K in Q3 2021. 23 funds tracked by Wall St. Rank hold JO as of Q4 2021.

  • LPL Financial reported no remaining iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 8,003 iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN shares in Q4 2021, an estimated $428K.
  • LPL Financial first reported a position in iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN in Q3 2021 and held it in 1 quarter.
  • LPL Financial's iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN position peaked at $428K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.