LPL Financial LLC's ownership history for JPM

LPL Financial LLC currently holds 5.5M shares with a market value of $1.8B. It started holding JPM on 2024-09-30. At its peak, it held 5.5M shares on 2025-12-31. Its highest holding value was $1.8B on 2025-12-31. At its lowest, it held 3.7M shares on 2024-09-30, with a value of $782.6M on 2024-09-30. In the recent 180 days, LPL Financial LLC has increased its shares by 660.0K. In the recent year, LPL Financial LLC has increased its shares by 1.4M.

It has also owned 7 contracts of calls, with the market value of the underlying securities totaling $225.6K on 2025-03-31. At its peak, it held 15 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $367.9K on 2025-03-31. At its lowest, it held 7 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $225.6K on 2025-12-31. In the recent 180 days, LPL Financial LLC has decreased its holdings by 8 contracts.

It has also owned 16 contracts of puts, with the market value of the underlying securities totaling $515.6K on 2024-09-30. At its peak, it held 44 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $1.1M on 2025-03-31. At its lowest, it held 14 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $295.2K on 2024-09-30. In the recent 180 days, LPL Financial LLC has decreased its holdings by 9 contracts. In the recent year, LPL Financial LLC has increased its holdings by 5.5M contracts.