Number of Shares
514,556.00
Current Holdings Value*
$168.33 Mil
% of Portfolio
1.62%
Total Estimate Gain
$108.09 Mil
% of Total Estimate Gain
59.15%

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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