LPL Financial LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1403438 FORT MILL, SC

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,719,224,884

+$133,426,562 QoQ

Shares Held

5,252,268

-2.6% QoQ

Ownership

0.198%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#54

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$1,243,854

PutShares

3,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $3,168,563,491 across 19 Banks - Diversified names. JPM ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,252,268	$1,719,224,884
2	BAC	Bank Of America Corp /De/	8,977,596	$511,543,420
3	C	Citigroup Inc	2,322,820	$325,101,887
4	WFC	Wells Fargo & Company/Mn	2,839,414	$234,649,172
5	BNY	Bank of New York Mellon Corp	880,250	$127,292,952
6	HSBC	Hsbc Holdings PLC	370,766	$35,256,138
7	RY	Royal Bank Of Canada	159,886	$33,091,605
8	TD	Toronto Dominion Bank	225,580	$27,392,179

All Filings in JPM

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45 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,243,854	3,800	-2.6%	Put	Sole	2026-08-07
2026-06-30	$1,719,224,884	5,252,268	-2.6%	Shares	Sole	2026-08-07
2026-03-31	$323,576	1,100	+57.1%	Call	Sole	2026-05-06
2026-03-31	$1,585,798,322	5,390,938	-1.3%	Shares	Sole	2026-05-06
2026-03-31	$1,147,224	3,900	+143.8%	Put	Sole	2026-05-06
2025-12-31	$1,759,264,489	5,459,824	+4.6%	Shares	Sole	2026-02-11
2025-12-31	$515,552	1,600	-38.5%	Put	Sole	2026-02-11
2025-12-31	$225,554	700	-41.7%	Call	Sole	2026-02-11
2025-09-30	$820,118	2,600	+4.0%	Put	Sole	2025-11-12
2025-09-30	$1,645,798,292	5,217,634	+8.7%	Shares	Sole	2025-11-12
2025-06-30	$724,775	2,500	-43.2%	Put	Sole	2025-08-12
2025-06-30	$347,892	1,200	-20.0%	Call	Sole	2025-08-12
2025-06-30	$1,391,528,572	4,799,864	+9.3%	Shares	Sole	2025-08-12
2025-03-31	$367,950	1,500	-66.7%	Call	Sole	2025-05-07
2025-03-31	$1,079,320	4,400	+144.4%	Put	Sole	2025-05-07
2025-03-31	$1,077,264,876	4,391,622	+9.3%	Shares	Sole	2025-05-07
2024-12-31	$962,985,065	4,017,292	+8.2%	Shares	Sole	2025-02-11
2024-12-31	$431,478	1,800	+28.6%	Put	Sole	2025-02-11
2024-09-30	$782,569,778	3,711,324	+6.7%	Shares	Sole	2024-11-08
2024-09-30	$295,204	1,400	+40.0%	Put	Sole	2024-11-08
2024-06-30	$202,260	1,000	—	Put	Sole	2024-08-07
2024-06-30	$703,776,007	3,479,561	+8.1%	Shares	Sole	2024-08-07
2024-03-31	$644,541,764	3,217,882	+2.4%	Shares	Sole	2024-05-10
2023-12-31	$534,793,209	3,143,993	+4.8%	Shares	Sole	2024-02-14
2023-09-30	$434,967,187	2,999,360	+6.7%	Shares	Sole	2023-11-13
2023-09-30	$652,590	4,500	0.0%	Call	Sole	2023-11-13
2023-06-30	$408,756,356	2,810,481	+4.6%	Shares	Sole	2023-07-31
2023-06-30	$654,480	4,500	-52.6%	Call	Sole	2023-07-31
2023-03-31	$349,971,351	2,685,683	+1.7%	Shares	Sole	2023-05-10
2023-03-31	$1,237,945	9,500	-5.0%	Call	Sole	2023-05-10
2022-12-31	$1,341,000	10,000	+5.3%	Call	Sole	2023-02-07
2022-12-31	$354,266,184	2,641,806	+5.0%	Shares	Sole	2023-02-07
2022-09-30	$992,750	9,500	0.0%	Call	Sole	2022-11-14
2022-09-30	$262,930,569	2,516,082	+5.6%	Shares	Sole	2022-11-14
2022-06-30	$1,069,795	9,500	—	Call	Sole	2022-08-12
2022-06-30	$268,280,825	2,382,389	+3.0%	Shares	Sole	2022-08-12
2022-03-31	$315,298,344	2,312,928	+7.2%	Shares	Sole	2022-05-16
2021-12-31	$341,606,238	2,157,286	+9.1%	Shares	Sole	2022-02-14
2021-09-30	$323,817,123	1,978,234	+6.9%	Shares	Sole	2021-11-15
2021-06-30	$287,793,639	1,850,287	+8.5%	Shares	Sole	2021-08-13
2021-03-31	$259,605,278	1,705,349	+2.9%	Shares	Sole	2021-05-14
2020-12-31	$210,621,320	1,657,522	+6.1%	Shares	Sole	2021-02-12
2020-09-30	$150,425,533	1,562,538	+4.7%	Shares	Sole	2020-11-09
2020-06-30	$140,357,836	1,492,216	+7.1%	Shares	Sole	2020-08-13
2020-03-31	$125,428,175	1,393,182	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.