LPL Financial’s JPMorgan Chase JPM Stock Holding History

LPL Financial’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,100	Closed	-$324K	–	6284
2026 Q1	$324K	Buy	1,100 +400	+57%	+$121K	﹤0.01%	5139
2025 Q4	$226K	Buy	+700	New	+$217K	﹤0.01%	5372
2025 Q3	–	Sell	-1,200	Closed	-$348K	–	5901
2025 Q2	$348K	Sell	1,200 -300	-20%	-$76.6K	﹤0.01%	4672
2025 Q1	$368K	Buy	+1,500	New	+$382K	﹤0.01%	4436
2023 Q4	–	Sell	-4,500	Closed	-$653K	–	4847
2023 Q3	$653K	Hold	4,500	–	–	﹤0.01%	3270
2023 Q2	$654K	Sell	4,500 -5,000	-53%	-$688K	﹤0.01%	3216
2023 Q1	$1.24M	Sell	9,500 -500	-5%	-$68.5K	﹤0.01%	2575
2022 Q4	$1.34M	Buy	10,000 +500	+5%	+$63.4K	﹤0.01%	2411
2022 Q3	$993K	Hold	9,500	–	–	﹤0.01%	2548
2022 Q2	$1.07M	Buy	+9,500	New	+$1.18M	﹤0.01%	2536

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LPL Financial's JPM Position: Q2 2026 in Review

LPL Financial reduced its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, selling an estimated $43.1M and leaving 5,252,268 shares worth $1.72B. The position accounts for 0.39% of the portfolio, ranked #47.

LPL Financial first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.76B in Q4 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

LPL Financial held 5,252,268 shares of JPMorgan Chase worth $1.72B as of Q2 2026.
LPL Financial sold 138,670 JPMorgan Chase shares in Q2 2026, an estimated $43.1M.
JPMorgan Chase made up 0.39% of LPL Financial's portfolio in Q2 2026, its #47 holding.
LPL Financial first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
LPL Financial's JPMorgan Chase position peaked at $1.76B in Q4 2025.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.