JPL Wealth Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,070
-$645 QoQ
Shares Held
18
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#691
of 761 holders
Holding Since
Sep 2025
3 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, 2026JPL Wealth Management, LLC holds $3,866,516 across 20 Capital Markets names. LPLA ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
17,278 | $3,611,792 | |
| 2 | GS |
Goldman Sachs Group Inc
|
93 | $94,056 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
534 | $53,548 | |
| 4 | SCHW |
Schwab Charles Corp
|
393 | $36,261 | |
| 5 | SF |
Stifel Financial Corp
|
253 | $17,651 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
133 | $11,575 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
176 | $8,796 | |
| 8 | EVR |
Evercore Inc.
|
20 | $6,828 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,070 | 18 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,715 | 19 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $6,320 | 19 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||