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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 5,054 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.
5,054 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.