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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39B | Buy |
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|
2025
Q1 | $1.08B | Buy |
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|
2024
Q4 | $963M | Buy |
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|
2024
Q3 | $783M | Buy |
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|
2024
Q2 | $704M | Buy |
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|
2024
Q1 | $645M | Buy |
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|
2023
Q4 | $535M | Buy |
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|
2023
Q3 | $435M | Buy |
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|
2023
Q2 | $409M | Buy |
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|
2023
Q1 | $350M | Buy |
|
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|
2022
Q4 | $354M | Buy |
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|
2022
Q3 | $263M | Buy |
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|
2022
Q2 | $268M | Buy |
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|
2022
Q1 | $315M | Buy |
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|
2021
Q4 | $342M | Buy |
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|
2021
Q3 | $324M | Buy |
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|
2021
Q2 | $288M | Buy |
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|
2021
Q1 | $260M | Buy |
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|
2020
Q4 | $211M | Buy |
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|
2020
Q3 | $150M | Buy |
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|
2020
Q2 | $140M | Buy |
|
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|
2020
Q1 | $125M | Buy |
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|
2019
Q4 | $178M | Buy |
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|
2019
Q3 | $139M | Sell |
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|
2019
Q2 | $133M | Buy |
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|
2019
Q1 | $116M | Buy |
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|
2018
Q4 | $104M | Sell |
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|
2018
Q3 | $122M | Buy |
|
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|
2018
Q2 | $106M | Buy |
|
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|
2018
Q1 | $103M | Buy |
|
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|
2017
Q4 | $87.8M | Buy |
|
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|
2017
Q3 | $75.6M | Buy |
|
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|
2017
Q2 | $67.5M | Buy |
|
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|
2017
Q1 | $14.2M | Sell |
|
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|
2016
Q4 | $15.1M | Buy |
|
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|
2016
Q3 | $10.9M | Sell |
|
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|
2016
Q2 | $10.6M | Sell |
|
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|
2016
Q1 | $59.3M | Buy |
|
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|
2015
Q4 | $63.6M | Buy |
|
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|
2015
Q3 | $37.8M | Buy |
|
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|
2015
Q2 | $39.6M | Buy |
|
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|
2015
Q1 | $33.2M | Sell |
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|
2014
Q4 | $36.1M | Buy |
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|
2014
Q3 | $31.2M | Buy |
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|
2014
Q2 | $29.4M | Sell |
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|
2014
Q1 | $33.5M | Sell |
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|
2013
Q4 | $34M | Buy |
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|
2013
Q3 | $29.6M | Sell |
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|
2013
Q2 | $24.3M | Buy |
|