Jackson Wealth Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1536799
LAKE MARY, FL
Position in LPLA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,810,394
-$366,914 QoQ
Shares Held
6,018
-1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Jackson Wealth Management, LLC holds $13,632,882 across 2 Capital Markets names. LPLA ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
39,605 | $11,822,488 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
6,018 | $1,810,394 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,810,394 | 6,018 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,177,308 | 6,096 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,219,042 | 6,670 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $2,220,197 | 5,921 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||