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Quantellect · Congress · Trade Detail
NASDAQ: LPLALPL Financial Holdings Inc
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John James bought LPL Financial Holdings Inc (NASDAQ: LPLA)

John James (R-MI), a U.S. Representative, has disclosed 2 trades in LPL Financial Holdings Inc (LPLA) since 2023, 1 purchase and 1 sale, worth an estimated $16K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).

The trade highlighted here is a purchase: John James bought $1,001 - $15,000 of LPL Financial Holdings Inc (NASDAQ: LPLA) on November 10, 2023. Since that trade, LPLA is up +49.28% against the S&P 500 up +70.81%, an outperformance of -21.52%.

Across these filings, John James has been a balanced trader of LPLA (a buy-to-sell ratio of 1.00). The most recent disclosed LPLA transaction shown was dated July 18, 2024. Each row in the table below links to that trade and its post-trade performance versus the market.

Data updated

LPLA trades
2
Disclosed Vol
$16K
Buys
1
50%
Sells
1
50%
Buy / Sell
1.00
ratio
First → Last
2023–2024

John James's LPLA trades vs the price

LPLA is up +49.28% since John James bought on November 10, 2023, versus +70.81% for the S&P 500.

Performance since this trade

Price change since trade
+49.28%
S&P 500 change since trade
+70.81%
Outperformance vs S&P 500
-21.52%

All John James LPLA trades

TradedTypeSizeReturnEst. profit
July 18, 2024SELL$217.21+55.51%
November 10, 2023BUY$226.27+49.28%+$4K

Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.

John James & LPLA trading FAQ

Is it legal for John James to trade LPL Financial Holdings Inc (LPLA) stock?

Yes. Members of Congress are allowed to trade individual stocks, including LPL Financial Holdings Inc (LPLA), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.

When did John James buy LPLA?

John James disclosed a purchase of $1,001 - $15,000 of LPL Financial Holdings Inc (LPLA) on November 10, 2023, according to public STOCK Act filings.

How has LPLA performed since John James's trade?

Since John James bought LPLA on November 10, 2023, the stock is up +49.28%, versus +70.81% for the S&P 500 over the same period, an outperformance of -21.52%.

How many times has John James traded LPLA?

John James has disclosed 2 LPLA trades since 2023 (1 purchase and 1 sale). Every disclosed trade is listed on this page.

How soon must members of Congress disclose a trade?

Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.

Where can I see all congressional LPLA trades?

Quantellect tracks every disclosed congressional trade in LPL Financial Holdings Inc (LPLA) on the LPL Financial Holdings Inc congressional trading page, which aggregates filings across all members of Congress.

John James's LPLA tradesAll congressional filings for LPL Financial Holdings IncJohn James's full profile

Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.