A detailed history of Jpmorgan Chase & CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 1,275,136 shares of LPLA stock, worth $417 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,275,136
Previous 996,823 27.92%
Holding current value
$417 Million
Previous $278 Million 6.59%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$193.0 - $282.1 $53.7 Million - $78.5 Million
278,313 Added 27.92%
1,275,136 $297 Million
Q2 2024

Aug 12, 2024

BUY
$256.41 - $288.82 $7.78 Million - $8.76 Million
30,324 Added 3.14%
996,823 $278 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $13 Million - $15.4 Million
56,238 Added 6.18%
966,499 $255 Million
Q4 2023

Feb 12, 2024

SELL
$209.89 - $239.77 $60.7 Million - $69.4 Million
-289,316 Reduced 24.12%
910,261 $207 Million
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $8.97 Million - $10.2 Million
-41,074 Reduced 3.31%
1,199,577 $285 Million
Q2 2023

Aug 11, 2023

SELL
$180.95 - $217.9 $953,244 - $1.15 Million
-5,268 Reduced 0.42%
1,240,651 $270 Million
Q1 2023

May 18, 2023

BUY
$192.0 - $255.57 $628,224 - $836,225
3,272 Added 0.26%
1,245,919 $252 Million
Q1 2023

May 11, 2023

BUY
$192.0 - $255.57 $6.45 Million - $8.59 Million
33,603 Added 2.78%
1,242,647 $252 Million
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $60.2 Million - $78.4 Million
-290,771 Reduced 19.39%
1,209,044 $261 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $15.4 Million - $20.8 Million
89,235 Added 6.33%
1,499,815 $328 Million
Q2 2022

Aug 11, 2022

SELL
$167.48 - $218.52 $12.1 Million - $15.8 Million
-72,420 Reduced 4.88%
1,410,580 $260 Million
Q1 2022

May 11, 2022

BUY
$143.67 - $190.77 $22.7 Million - $30.1 Million
157,918 Added 11.92%
1,483,000 $271 Million
Q4 2021

Feb 10, 2022

BUY
$152.65 - $175.02 $153 Million - $176 Million
1,004,582 Added 313.44%
1,325,082 $212 Million
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $40.9 Million - $51.6 Million
320,500 New
320,500 $50.2 Million

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $26.1B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
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