LPL Financial
JPM icon

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 		$1.15M Buy
3,900
+2,300
+144% +$698K ﹤0.01% 4064
2025
Q4 		$516K Sell
1,600
-1,000
-38% -$310K ﹤0.01% 4684
2025
Q3 		$820K Buy
2,600
+100
+4% +$29.7K ﹤0.01% 4189
2025
Q2 		$725K Sell
2,500
-1,900
-43% -$485K ﹤0.01% 4048
2025
Q1 		$1.08M Buy
4,400
+2,600
+144% +$663K ﹤0.01% 3495
2024
Q4 		$431K Buy
1,800
+400
+29% +$93.2K ﹤0.01% 4222
2024
Q3 		$295K Buy
1,400
+400
+40% +$84.3K ﹤0.01% 4444
2024
Q2 		$202K Buy
+1,000
New +$196K ﹤0.01% 4566

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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.