LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

JPMORGAN CHASE & CO's Holding History (CIK: 0000019617)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 1,197,366 Value ($000) $427,664 Avg Close $353.69 Range $310.70 - $395.75

Q3 2025

Shares 938,755 Value ($000) $312,320 Avg Close $362.48 Range $318.87 - $403.58

Q2 2025

Shares 1,160,321 Value ($000) $435,092 Avg Close $350.35 Range $262.83 - $390.23

Q1 2025

Shares 1,304,780 Value ($000) $426,846 Avg Close $348.21 Range $306.71 - $384.04

Q4 2024

Shares 1,199,115 Value ($000) $391,523 Avg Close $295.72 Range $222.75 - $336.40

Q3 2024

Shares 1,275,136 Value ($000) $296,635 Avg Close $225.33 Range $187.19 - $284.59

Q2 2024

Shares 996,823 Value ($000) $278,413 Avg Close $271.44 Range $255.64 - $289.88

Q1 2024

Shares 966,499 Value ($000) $255,349 Avg Close $252.41 Range $223.81 - $274.35

Q4 2023

Shares 910,261 Value ($000) $207,194 Avg Close $224.79 Range $200.18 - $241.72

Q3 2023

Shares 1,199,577 Value ($000) $285,080 Avg Close $232.22 Range $214.03 - $250.65

Q2 2023

Shares 1,240,651 Value ($000) $269,755 Avg Close $200.25 Range $179.00 - $219.18

Q1 2023

Shares 1,245,919 Value ($000) $252,175 Avg Close $228.60 Range $188.52 - $257.65

Q4 2022

Shares 1,209,044 Value ($000) $261 Avg Close $233.77 Range $203.90 - $271.56

Q3 2022

Shares 1,499,815 Value ($000) $327,679 Avg Close $212.68 Range $169.68 - $236.58

Q2 2022

Shares 1,410,580 Value ($000) $260,223 Avg Close $189.92 Range $165.47 - $220.80

Q1 2022

Shares 1,483,000 Value ($000) $270,914 Avg Close $174.14 Range $140.65 - $196.29

Q4 2021

Shares 1,325,082 Value ($000) $212,133 Avg Close $165.05 Range $150.11 - $176.96

Q3 2021

Shares 320,500 Value ($000) $50,242 Avg Close $143.63 Range $127.03 - $161.87

Q2 2021

Shares 339,176 Value ($000) $45,781 Avg Close $145.43 Range $134.34 - $159.74

Q1 2021

Shares 372,164 Value ($000) $52,906 Avg Close $127.60 Range $101.90 - $147.69

Q4 2020

Shares 409,881 Value ($000) $42,718 Avg Close $89.87 Range $75.14 - $105.77

Q3 2020

Shares 350,108 Value ($000) $26,623 Avg Close $79.40 Range $73.14 - $85.76

Q2 2020

Shares 138,140 Value ($000) $10,831 Avg Close $66.82 Range $47.57 - $86.25

Q1 2020

Shares 172,034 Value ($000) $9,363 Avg Close $80.62 Range $32.01 - $99.60

Q4 2019

Shares 106,260 Value ($000) $9,803 Avg Close $85.83 Range $70.14 - $94.70

Q3 2019

Shares 166,820 Value ($000) $13,663 Avg Close $80.03 Range $70.08 - $89.89

Q2 2019

Shares 269,415 Value ($000) $21,602 Avg Close $79.12 Range $69.75 - $86.09

Q1 2019

Shares 205,764 Value ($000) $14,332 Avg Close $72.07 Range $59.48 - $79.34

Q4 2018

Shares 197,701 Value ($000) $12,076 Avg Close $60.96 Range $52.03 - $66.33

Q3 2018

Shares 262,588 Value ($000) $16,940 Avg Close $66.30 Range $63.31 - $71.46

Q2 2018

Shares 295,541 Value ($000) $19,370 Avg Close $65.72 Range $56.31 - $73.28

Q1 2018

Shares 353,270 Value ($000) $21,574 Avg Close $61.98 Range $55.86 - $66.64

Q4 2017

Shares 511,572 Value ($000) $29,232 Avg Close $52.62 Range $48.13 - $57.90

Q3 2017

Shares 656,891 Value ($000) $33,882 Avg Close $46.02 Range $41.92 - $52.27

Q2 2017

Shares 381,753 Value ($000) $16,210 Avg Close $40.58 Range $37.39 - $43.79

Q1 2017

Shares 278,936 Value ($000) $11,110 Avg Close $39.30 Range $35.23 - $41.99

Q4 2016

Shares 97,316 Value ($000) $3,427 Avg Close $34.95 Range $29.09 - $42.86

Q3 2016

Shares 315,780 Value ($000) $9,445 Avg Close $27.05 Range $20.51 - $30.56

Q2 2016

Shares 301,281 Value ($000) $6,788 Avg Close $25.11 Range $20.95 - $28.77

Q1 2016

Shares 126,537 Value ($000) $3,138 Avg Close $26.99 Range $15.38 - $43.89

Q4 2015

Shares 1,857 Value ($000) $79 Avg Close $42.59 Range $36.41 - $48.00

Q3 2015

Shares 13,886 Value ($000) $552 Avg Close $43.02 Range $37.72 - $48.18

Q2 2015

Shares 56,855 Value ($000) $2,644 Avg Close $43.25 Range $39.41 - $48.00

Q1 2015

Shares 11,648 Value ($000) $511 Avg Close $44.19 Range $39.83 - $47.38

Q3 2014

Shares 17,916 Value ($000) $826 Avg Close $48.19 Range $45.95 - $53.97

Q2 2014

Shares 15,462 Value ($000) $769 Avg Close $48.50 Range $45.34 - $54.07

Q1 2014

Shares 34,686 Value ($000) $1,821 Avg Close $52.79 Range $46.23 - $56.45

Q4 2013

Shares 35,176 Value ($000) $1,654 Avg Close $41.96 Range $36.82 - $47.53

Q3 2013

Shares 40,192 Value ($000) $1,539 Avg Close $38.25 Range $36.58 - $39.80

Q2 2013

Shares 12,535 Value ($000) $473 Avg Close $35.76 Range $31.59 - $39.21

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,197,366	$427,664	$353.69	$310.70 - $395.75
Q3 2025	938,755	$312,320	$362.48	$318.87 - $403.58
Q2 2025	1,160,321	$435,092	$350.35	$262.83 - $390.23
Q1 2025	1,304,780	$426,846	$348.21	$306.71 - $384.04
Q4 2024	1,199,115	$391,523	$295.72	$222.75 - $336.40
Q3 2024	1,275,136	$296,635	$225.33	$187.19 - $284.59
Q2 2024	996,823	$278,413	$271.44	$255.64 - $289.88
Q1 2024	966,499	$255,349	$252.41	$223.81 - $274.35
Q4 2023	910,261	$207,194	$224.79	$200.18 - $241.72
Q3 2023	1,199,577	$285,080	$232.22	$214.03 - $250.65
Q2 2023	1,240,651	$269,755	$200.25	$179.00 - $219.18
Q1 2023	1,245,919	$252,175	$228.60	$188.52 - $257.65
Q4 2022	1,209,044	$261	$233.77	$203.90 - $271.56
Q3 2022	1,499,815	$327,679	$212.68	$169.68 - $236.58
Q2 2022	1,410,580	$260,223	$189.92	$165.47 - $220.80
Q1 2022	1,483,000	$270,914	$174.14	$140.65 - $196.29
Q4 2021	1,325,082	$212,133	$165.05	$150.11 - $176.96
Q3 2021	320,500	$50,242	$143.63	$127.03 - $161.87
Q2 2021	339,176	$45,781	$145.43	$134.34 - $159.74
Q1 2021	372,164	$52,906	$127.60	$101.90 - $147.69
Q4 2020	409,881	$42,718	$89.87	$75.14 - $105.77
Q3 2020	350,108	$26,623	$79.40	$73.14 - $85.76
Q2 2020	138,140	$10,831	$66.82	$47.57 - $86.25
Q1 2020	172,034	$9,363	$80.62	$32.01 - $99.60
Q4 2019	106,260	$9,803	$85.83	$70.14 - $94.70
Q3 2019	166,820	$13,663	$80.03	$70.08 - $89.89
Q2 2019	269,415	$21,602	$79.12	$69.75 - $86.09
Q1 2019	205,764	$14,332	$72.07	$59.48 - $79.34
Q4 2018	197,701	$12,076	$60.96	$52.03 - $66.33
Q3 2018	262,588	$16,940	$66.30	$63.31 - $71.46
Q2 2018	295,541	$19,370	$65.72	$56.31 - $73.28
Q1 2018	353,270	$21,574	$61.98	$55.86 - $66.64
Q4 2017	511,572	$29,232	$52.62	$48.13 - $57.90
Q3 2017	656,891	$33,882	$46.02	$41.92 - $52.27
Q2 2017	381,753	$16,210	$40.58	$37.39 - $43.79
Q1 2017	278,936	$11,110	$39.30	$35.23 - $41.99
Q4 2016	97,316	$3,427	$34.95	$29.09 - $42.86
Q3 2016	315,780	$9,445	$27.05	$20.51 - $30.56
Q2 2016	301,281	$6,788	$25.11	$20.95 - $28.77
Q1 2016	126,537	$3,138	$26.99	$15.38 - $43.89
Q4 2015	1,857	$79	$42.59	$36.41 - $48.00
Q3 2015	13,886	$552	$43.02	$37.72 - $48.18
Q2 2015	56,855	$2,644	$43.25	$39.41 - $48.00
Q1 2015	11,648	$511	$44.19	$39.83 - $47.38
Q3 2014	17,916	$826	$48.19	$45.95 - $53.97
Q2 2014	15,462	$769	$48.50	$45.34 - $54.07
Q1 2014	34,686	$1,821	$52.79	$46.23 - $56.45
Q4 2013	35,176	$1,654	$41.96	$36.82 - $47.53
Q3 2013	40,192	$1,539	$38.25	$36.58 - $39.80
Q2 2013	12,535	$473	$35.76	$31.59 - $39.21