LPL Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.59B | Sell |
5,390,938
-68,886
| -1% | -$20.9M | 0.42% | 45 |
|
|
2025
Q4 | $1.76B | Buy |
5,459,824
+242,190
| +5% | +$75M | 0.48% | 40 |
|
|
2025
Q3 | $1.65B | Buy |
5,217,634
+417,770
| +9% | +$124M | 0.48% | 39 |
|
|
2025
Q2 | $1.39B | Buy |
4,799,864
+408,242
| +9% | +$104M | 0.46% | 40 |
|
|
2025
Q1 | $1.08B | Buy |
4,391,622
+374,330
| +9% | +$95.4M | 0.42% | 47 |
|
|
2024
Q4 | $963M | Buy |
4,017,292
+305,968
| +8% | +$71.3M | 0.39% | 49 |
|
|
2024
Q3 | $783M | Buy |
3,711,324
+231,763
| +7% | +$48.8M | 0.35% | 59 |
|
|
2024
Q2 | $704M | Buy |
3,479,561
+261,679
| +8% | +$51.2M | 0.35% | 57 |
|
|
2024
Q1 | $645M | Buy |
3,217,882
+73,889
| +2% | +$13.3M | 0.35% | 60 |
|
|
2023
Q4 | $535M | Buy |
3,143,993
+144,633
| +5% | +$21.9M | 0.32% | 64 |
|
|
2023
Q3 | $435M | Buy |
2,999,360
+188,879
| +7% | +$28.3M | 0.3% | 71 |
|
|
2023
Q2 | $409M | Buy |
2,810,481
+124,798
| +5% | +$17.2M | 0.29% | 76 |
|
|
2023
Q1 | $350M | Buy |
2,685,683
+43,877
| +2% | +$6.01M | 0.27% | 83 |
|
|
2022
Q4 | $354M | Buy |
2,641,806
+125,724
| +5% | +$15.9M | 0.3% | 70 |
|
|
2022
Q3 | $263M | Buy |
2,516,082
+133,693
| +6% | +$15.3M | 0.25% | 87 |
|
|
2022
Q2 | $268M | Buy |
2,382,389
+69,461
| +3% | +$8.61M | 0.25% | 83 |
|
|
2022
Q1 | $315M | Buy |
2,312,928
+155,642
| +7% | +$23M | 0.27% | 75 |
|
|
2021
Q4 | $342M | Buy |
2,157,286
+179,052
| +9% | +$29.4M | 0.29% | 75 |
|
|
2021
Q3 | $324M | Buy |
1,978,234
+127,947
| +7% | +$20.1M | 0.3% | 69 |
|
|
2021
Q2 | $288M | Buy |
1,850,287
+144,938
| +8% | +$22.8M | 0.29% | 70 |
|
|
2021
Q1 | $260M | Buy |
1,705,349
+47,827
| +3% | +$6.88M | 0.3% | 68 |
|
|
2020
Q4 | $211M | Buy |
1,657,522
+94,984
| +6% | +$10.6M | 0.27% | 73 |
|
|
2020
Q3 | $150M | Buy |
1,562,538
+70,322
| +5% | +$6.91M | 0.23% | 83 |
|
|
2020
Q2 | $140M | Buy |
1,492,216
+99,034
| +7% | +$9.4M | 0.24% | 81 |
|
|
2020
Q1 | $125M | Buy |
1,393,182
+118,953
| +9% | +$14.5M | 0.27% | 76 |
|
|
2019
Q4 | $178M | Buy |
1,274,229
+91,891
| +8% | +$11.8M | 0.32% | 59 |
|
|
2019
Q3 | $139M | Sell |
1,182,338
-8,137
| -0.7% | -$920K | 0.28% | 70 |
|
|
2019
Q2 | $133M | Buy |
1,190,475
+41,325
| +4% | +$4.56M | 0.28% | 68 |
|
|
2019
Q1 | $116M | Buy |
1,149,150
+87,219
| +8% | +$8.99M | 0.26% | 70 |
|
|
2018
Q4 | $104M | Sell |
1,061,931
-16,321
| -2% | -$1.74M | 0.28% | 67 |
|
|
2018
Q3 | $122M | Buy |
1,078,252
+60,580
| +6% | +$6.88M | 0.29% | 65 |
|
|
2018
Q2 | $106M | Buy |
1,017,672
+76,800
| +8% | +$8.42M | 0.28% | 68 |
|
|
2018
Q1 | $103M | Buy |
940,872
+119,939
| +15% | +$13.6M | 0.28% | 69 |
|
|
2017
Q4 | $87.8M | Buy |
820,933
+29,503
| +4% | +$2.99M | 0.27% | 77 |
|
|
2017
Q3 | $75.6M | Buy |
791,430
+52,474
| +7% | +$4.84M | 0.27% | 76 |
|
|
2017
Q2 | $67.5M | Buy |
738,956
+576,639
| +355% | +$49.8M | 0.26% | 82 |
|
|
2017
Q1 | $14.2M | Sell |
162,317
-10,467
| -6% | -$923K | 0.1% | 173 |
|
|
2016
Q4 | $15.1M | Buy |
172,784
+9,358
| +6% | +$714K | 0.11% | 151 |
|
|
2016
Q3 | $10.9M | Sell |
163,426
-12,017
| -7% | -$784K | 0.1% | 172 |
|
|
2016
Q2 | $10.6M | Sell |
175,443
-840,951
| -83% | -$52.5M | 0.09% | 180 |
|
|
2016
Q1 | $59.3M | Buy |
1,016,394
+19,198
| +2% | +$1.12M | 0.17% | 129 |
|
|
2015
Q4 | $63.6M | Buy |
997,196
+387,944
| +64% | +$25.3M | 0.18% | 116 |
|
|
2015
Q3 | $37.8M | Buy |
609,252
+21,696
| +4% | +$1.42M | 0.21% | 102 |
|
|
2015
Q2 | $39.6M | Buy |
587,556
+34,524
| +6% | +$2.25M | 0.2% | 104 |
|
|
2015
Q1 | $33.2M | Sell |
553,032
-23,450
| -4% | -$1.39M | 0.17% | 121 |
|
|
2014
Q4 | $36.1M | Buy |
576,482
+54,246
| +10% | +$3.26M | 0.2% | 101 |
|
|
2014
Q3 | $31.2M | Buy |
522,236
+11,252
| +2% | +$658K | 0.19% | 112 |
|
|
2014
Q2 | $29.4M | Sell |
510,984
-40,472
| -7% | -$2.28M | 0.17% | 129 |
|
|
2014
Q1 | $33.5M | Sell |
551,456
-29,443
| -5% | -$1.7M | 0.21% | 101 |
|
|
2013
Q4 | $34M | Buy |
580,899
+19,322
| +3% | +$1.06M | 0.21% | 97 |
|
|
2013
Q3 | $29.6M | Sell |
561,577
-87,228
| -13% | -$4.68M | 0.2% | 105 |
|
|
2013
Q2 | $24.3M | Buy |
+648,805
| New | +$33M | 0.17% | 112 |
|
Other funds holding JPM
VCM
VPM
LPL Financial's JPM Position: Q1 2026 in Review
LPL Financial reduced its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, selling an estimated $20.9M and leaving 5,390,938 shares worth $1.59B. The position accounts for 0.42% of the portfolio, ranked #45.
LPL Financial first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.76B in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- LPL Financial held 5,390,938 shares of JPMorgan Chase worth $1.59B as of Q1 2026.
- LPL Financial sold 68,886 JPMorgan Chase shares in Q1 2026, an estimated $20.9M.
- JPMorgan Chase made up 0.42% of LPL Financial's portfolio in Q1 2026, its #45 holding.
- LPL Financial first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's JPMorgan Chase position peaked at $1.76B in Q4 2025.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.