SEC 13F Intelligence

Lpl Financial LLC / JPM

Lpl Financial LLC’s Jpmorgan Chase & Co Position

Does Lpl Financial LLC own Jpmorgan Chase & Co (JPM)? Yes — 5.39M shares worth $1.6B (+0.42% of its 13F portfolio) as of Q1 2026, down from 5.46M shares the prior filed quarter.

Position Value
$1.6B
Q1 2026
Shares
5.39M
% of Portfolio
+0.42%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $104MQ4 ’18Q1 ’19: $116MQ2 ’19: $133MQ3 ’19: $139MQ4 ’19: $178MQ4 ’19Q1 ’20: $125MQ2 ’20: $140MQ3 ’20: $150MQ4 ’20: $211MQ4 ’20Q1 ’21: $260MQ2 ’21: $288MQ3 ’21: $324MQ4 ’21: $342MQ4 ’21Q1 ’22: $315MQ2 ’22: $268MQ3 ’22: $263MQ4 ’22: $354MQ4 ’22Q1 ’23: $350MQ2 ’23: $409MQ3 ’23: $435MQ4 ’23: $535MQ4 ’23Q1 ’24: $645MQ2 ’24: $704MQ3 ’24: $783MQ4 ’24: $963MQ4 ’24Q1 ’25: $1.1BQ2 ’25: $1.4BQ3 ’25: $1.6BQ4 ’25: $1.8BQ4 ’25Q1 ’26: $1.6Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.39M$1.6B+0.42%
Q4 20255.46M$1.8B+0.48%
Q3 20255.22M$1.6B+0.48%
Q2 20254.80M$1.4B+0.46%
Q1 20254.39M$1.1B+0.42%
Q4 20244.02M$963M+0.39%
Q3 20243.71M$783M+0.35%
Q2 20243.48M$704M+0.35%
Q1 20243.22M$645M+0.35%
Q4 20233.14M$535M+0.32%
Q3 20233.00M$435M+0.30%
Q2 20232.81M$409M+0.29%
Q1 20232.69M$350M+0.27%
Q4 20222.64M$354M+0.30%
Q3 20222.52M$263M+0.25%
Q2 20222.38M$268M+0.25%
Q1 20222.31M$315M+0.27%
Q4 20212.16M$342M+0.29%
Q3 20211.98M$324M+0.30%
Q2 20211.85M$288M+0.29%
Q1 20211.71M$260M+0.30%
Q4 20201.66M$211M+0.27%
Q3 20201.56M$150M+0.23%
Q2 20201.49M$140M+0.24%
Q1 20201.39M$125M+0.27%
Q4 20191.27M$178M+0.32%
Q3 20191.18M$139M+0.28%
Q2 20191.19M$133M+0.28%
Q1 20191.15M$116M+0.26%
Q4 20181.06M$104M+0.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lpl Financial LLC’s full portfolio or all institutional holders of JPM.