Jpmorgan Chase & CO Lpl Financial Holdings Inc. Transaction History

Jpmorgan Chase & CO

$1.14 Trillion
Q2 2024

A detailed history of Jpmorgan Chase & CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 996,823 shares of LPLA stock, worth $273 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

996,823

Previous 966,499 3.14%

Holding current value

$273 Million

Previous $255 Million 9.03%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

701

Shares Held

68.9M

Call Options Held

110K

Put Options Held

132K

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 $21.9B
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...

More about LPLA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jpmorgan Chase & CO, based on Form 13F filings with the SEC.

News

Stay updated on Jpmorgan Chase & CO with notifications on news.

Account

Jpmorgan Chase & CO Lpl Financial Holdings Inc. Transaction History