LPL Financial’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39B | Buy |
4,799,864
+408,242
| +9% | +$118M | 0.46% | 40 |
|
|
2025
Q1 | $1.08B | Buy |
4,391,622
+374,330
| +9% | +$91.8M | 0.42% | 47 |
|
|
2024
Q4 | $963M | Buy |
4,017,292
+305,968
| +8% | +$73.3M | 0.39% | 49 |
|
|
2024
Q3 | $783M | Buy |
3,711,324
+231,763
| +7% | +$48.9M | 0.35% | 59 |
|
|
2024
Q2 | $704M | Buy |
3,479,561
+261,679
| +8% | +$52.9M | 0.35% | 57 |
|
|
2024
Q1 | $645M | Buy |
3,217,882
+73,889
| +2% | +$14.8M | 0.35% | 60 |
|
|
2023
Q4 | $535M | Buy |
3,143,993
+144,633
| +5% | +$24.6M | 0.32% | 64 |
|
|
2023
Q3 | $435M | Buy |
2,999,360
+188,879
| +7% | +$27.4M | 0.3% | 71 |
|
|
2023
Q2 | $409M | Buy |
2,810,481
+124,798
| +5% | +$18.2M | 0.29% | 76 |
|
|
2023
Q1 | $350M | Buy |
2,685,683
+43,877
| +2% | +$5.72M | 0.27% | 83 |
|
|
2022
Q4 | $354M | Buy |
2,641,806
+125,724
| +5% | +$16.9M | 0.3% | 70 |
|
|
2022
Q3 | $263M | Buy |
2,516,082
+133,693
| +6% | +$14M | 0.25% | 87 |
|
|
2022
Q2 | $268M | Buy |
2,382,389
+69,461
| +3% | +$7.82M | 0.25% | 83 |
|
|
2022
Q1 | $315M | Buy |
2,312,928
+155,642
| +7% | +$21.2M | 0.27% | 75 |
|
|
2021
Q4 | $342M | Buy |
2,157,286
+179,052
| +9% | +$28.4M | 0.29% | 75 |
|
|
2021
Q3 | $324M | Buy |
1,978,234
+127,947
| +7% | +$20.9M | 0.3% | 69 |
|
|
2021
Q2 | $288M | Buy |
1,850,287
+144,938
| +8% | +$22.5M | 0.29% | 70 |
|
|
2021
Q1 | $260M | Buy |
1,705,349
+47,827
| +3% | +$7.28M | 0.3% | 68 |
|
|
2020
Q4 | $211M | Buy |
1,657,522
+94,984
| +6% | +$12.1M | 0.27% | 73 |
|
|
2020
Q3 | $150M | Buy |
1,562,538
+70,322
| +5% | +$6.77M | 0.23% | 83 |
|
|
2020
Q2 | $140M | Buy |
1,492,216
+99,034
| +7% | +$9.32M | 0.24% | 81 |
|
|
2020
Q1 | $125M | Buy |
1,393,182
+118,953
| +9% | +$10.7M | 0.27% | 76 |
|
|
2019
Q4 | $178M | Buy |
1,274,229
+91,891
| +8% | +$12.8M | 0.32% | 59 |
|
|
2019
Q3 | $139M | Sell |
1,182,338
-8,137
| -0.7% | -$958K | 0.28% | 70 |
|
|
2019
Q2 | $133M | Buy |
1,190,475
+41,325
| +4% | +$4.62M | 0.28% | 68 |
|
|
2019
Q1 | $116M | Buy |
1,149,150
+87,219
| +8% | +$8.83M | 0.26% | 70 |
|
|
2018
Q4 | $104M | Sell |
1,061,931
-16,321
| -2% | -$1.59M | 0.28% | 67 |
|
|
2018
Q3 | $122M | Buy |
1,078,252
+60,580
| +6% | +$6.84M | 0.29% | 65 |
|
|
2018
Q2 | $106M | Buy |
1,017,672
+76,800
| +8% | +$8M | 0.28% | 68 |
|
|
2018
Q1 | $103M | Buy |
940,872
+119,939
| +15% | +$13.2M | 0.28% | 69 |
|
|
2017
Q4 | $87.8M | Buy |
820,933
+29,503
| +4% | +$3.16M | 0.27% | 77 |
|
|
2017
Q3 | $75.6M | Buy |
791,430
+52,474
| +7% | +$5.01M | 0.27% | 76 |
|
|
2017
Q2 | $67.5M | Buy |
738,956
+576,639
| +355% | +$52.7M | 0.26% | 82 |
|
|
2017
Q1 | $14.2M | Sell |
162,317
-10,467
| -6% | -$916K | 0.1% | 173 |
|
|
2016
Q4 | $15.1M | Buy |
172,784
+9,358
| +6% | +$816K | 0.11% | 151 |
|
|
2016
Q3 | $10.9M | Sell |
163,426
-12,017
| -7% | -$800K | 0.1% | 172 |
|
|
2016
Q2 | $10.6M | Sell |
175,443
-840,951
| -83% | -$50.6M | 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% | +$24.7M | 0.18% | 116 |
|
|
2015
Q3 | $37.8M | Buy |
609,252
+21,696
| +4% | +$1.35M | 0.21% | 102 |
|
|
2015
Q2 | $39.6M | Buy |
587,556
+34,524
| +6% | +$2.32M | 0.2% | 104 |
|
|
2015
Q1 | $33.2M | Sell |
553,032
-23,450
| -4% | -$1.41M | 0.17% | 121 |
|
|
2014
Q4 | $36.1M | Buy |
576,482
+54,246
| +10% | +$3.39M | 0.2% | 101 |
|
|
2014
Q3 | $31.2M | Buy |
522,236
+11,252
| +2% | +$673K | 0.19% | 112 |
|
|
2014
Q2 | $29.4M | Sell |
510,984
-40,472
| -7% | -$2.33M | 0.17% | 129 |
|
|
2014
Q1 | $33.5M | Sell |
551,456
-29,443
| -5% | -$1.79M | 0.21% | 101 |
|
|
2013
Q4 | $34M | Buy |
580,899
+19,322
| +3% | +$1.13M | 0.21% | 97 |
|
|
2013
Q3 | $29.6M | Sell |
561,577
-87,228
| -13% | -$4.6M | 0.2% | 105 |
|
|
2013
Q2 | $24.3M | Buy |
+648,805
| New | +$24.3M | 0.17% | 112 |
|