Kestra Advisory Services’s JPMorgan Active Developing Markets Equity ETF JADE Stock Holding History

Kestra Advisory Services’s Portfolio JADE Stock Details JADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,772	Closed	-$111K	–	4474
2025 Q4	$111K	Buy	+1,772	New	+$110K	﹤0.01%	3340

Other funds holding JADE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Kestra Advisory Services's JADE Position: Q1 2026 in Review

Kestra Advisory Services sold out of JPMorgan Active Developing Markets Equity ETF (JADE) in Q1 2026, closing a stake of 1,772 shares — an estimated $111K sold.

Kestra Advisory Services first reported a position in JADE in Q4 2025 and held it in 1 quarter. The position peaked at $111K in Q4 2025. 20 funds tracked by Wall St. Rank hold JADE as of Q1 2026.

Kestra Advisory Services reported no remaining JPMorgan Active Developing Markets Equity ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,772 JPMorgan Active Developing Markets Equity ETF shares in Q1 2026, an estimated $111K.
Kestra Advisory Services first reported a position in JPMorgan Active Developing Markets Equity ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's JPMorgan Active Developing Markets Equity ETF position peaked at $111K in Q4 2025.
20 funds tracked by Wall St. Rank held JPMorgan Active Developing Markets Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.