Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,904,748
+$6,961,387 QoQ
Shares Held
31,613
+481.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#164
of 761 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Jump Financial, LLC holds $171,819,908 across 29 Capital Markets names. LPLA ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
306,759 | $28,304,652 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
447,390 | $28,020,034 | |
| 3 | WULF |
Terawulf Inc.
|
789,279 | $19,495,190 | |
| 4 | FIGR |
Figure Technology Solutions, Inc.
|
521,741 | $16,022,666 | |
| 5 | GS |
Goldman Sachs Group Inc
|
15,512 | $15,688,370 | |
| 6 | MARA |
MARA Holdings, Inc.
|
649,253 | $9,018,122 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
78,566 | $8,916,455 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
31,613 | $8,904,748 |
All Filings in LPLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,904,748 | 31,613 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $1,943,361 | 5,441 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $381,927 | 1,148 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,237,401 | 3,300 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $330,083 | 1,009 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,269,485 | 11,706 | Shares | Defined | 2024-11-14 | |
| 2022-12-31 | $503,459 | 2,329 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $538,127 | 2,917 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $339,236 | 1,857 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||