Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$110,576,574
-$127,298,726 QoQ
Shares Held
392,561
-50.4% QoQ
Ownership
0.499%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 48%
Shared 1%
None 51%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,828,789,796 across 56 Capital Markets names. LPLA ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
44,363,477 | $9,273,741,221 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,039,070 | $8,130,474,215 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,165,186 | $4,536,471,700 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,803,996 | $1,584,824,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
5,187,549 | $451,524,257 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
11,265,630 | $345,967,493 | |
| 7 | HUT |
Hut 8 Corp.
|
1,558,892 | $179,966,282 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,656,085 | $166,350,596 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,576,574 | 392,561 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $237,875,300 | 790,730 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $427,663,206 | 1,197,366 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $312,314,394 | 938,755 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $435,085,558 | 1,160,321 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $426,845,723 | 1,304,780 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $391,523,032 | 1,199,115 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $296,634,881 | 1,275,136 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $279,012,315 | 998,970 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $255,349,029 | 966,499 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $207,193,602 | 910,261 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $285,079,468 | 1,199,577 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $269,754,743 | 1,240,651 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $252,174,000 | 1,245,919 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $261,359,034 | 1,209,044 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $327,679,575 | 1,499,815 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $260,223,791 | 1,410,580 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $270,914,436 | 1,483,000 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $212,132,374 | 1,325,082 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $50,241,578 | 320,500 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $45,781,974 | 339,176 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $52,906,832 | 372,164 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $42,717,796 | 409,881 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $26,842,778 | 350,108 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $10,830,174 | 138,140 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $9,363,808 | 172,034 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||