JPMorgan Mid Cap Growth Fund LPLA Holdings History
JPMorgan Mid Cap Growth Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, JPMORGAN TRUST II held 514,556.00 shares of LPL Financial Holdings Inc(LPLA), totaling $168.33 Mil. This investment constitutes 1.62% of their stock portfolio, and JPMORGAN TRUST II now holds 0.64% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2021Q4. And since then JPMorgan Mid Cap Growth Fund has made 9 purchases of LPLA, at an average price of $196.74, for a total of 928,945.00 shares. In addition, there have been 4 sales at an average price of $234.01 for 414,389.00 shares. Based on historical transaction data and LPLA's current price of $376.79, JPMorgan Mid Cap Growth Fund's estimated gain on his LPLA holdings is $108.09 Mil, reflecting a 59.15% gain to date.
JPMorgan Mid Cap Growth Fund LPLA ($376.79) Holding Chart
JPMorgan Mid Cap Growth Fund LPLA ($376.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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