Jpmorgan Chase & CO Lpl Financial Holdings Inc. Transaction History

Jpmorgan Chase & CO

$1.27 Trillion
Q1 2025

A detailed history of Jpmorgan Chase & CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 1,304,780 shares of LPLA stock, worth $505 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,304,780

Previous 1,199,115 8.81%

Holding current value

$505 Million

Previous $392 Million 9.02%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$308.87 - $383.33 $32.6 Million - $40.5 Million	105,665 Added 8.81%	1,304,780 $427 Million
Q4 2024 Feb 12, 2025	SELL	$229.85 - $335.91 $17.5 Million - $25.5 Million	-76,021 Reduced 5.96%	1,199,115 $392 Million
Q3 2024 Dec 26, 2024	BUY	$193.0 - $282.1 $53.3 Million - $77.9 Million	276,166 Added 27.65%	1,275,136 $297 Million
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 Dec 26, 2024	SELL	$256.41 - $288.82 $70.8 Million - $79.8 Million	-276,166 Reduced 21.66%	998,970 $279 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 Dec 26, 2024	SELL	$230.75 - $273.77 $71.2 Million - $84.5 Million	-308,637 Reduced 24.2%	966,499 $255 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 Dec 26, 2024	SELL	$209.89 - $239.77 $76.6 Million - $87.5 Million	-364,875 Reduced 28.61%	910,261 $207 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

# of Institutions

864

Shares Held

76.1M

Call Options Held

240K

Put Options Held

375K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $30.9B
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...

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Jpmorgan Chase & CO Lpl Financial Holdings Inc. Transaction History