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Kestra Advisory Services’s JPMorgan Chase JPM Stock Holding History

Kestra Advisory Services’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$168M Buy
571,772
+32,201
+6% +$9.77M 0.64% 21
2025
Q4 		$174M Buy
539,571
+12,089
+2% +$3.74M 0.72% 18
2025
Q3 		$166M Buy
527,482
+47,665
+10% +$14.2M 0.76% 15
2025
Q2 		$139M Sell
479,817
-4,010
-0.8% -$1.02M 0.68% 20
2025
Q1 		$119M Sell
483,827
-41,147
-8% -$10.5M 0.57% 19
2024
Q4 		$126M Sell
524,974
-111,381
-18% -$25.9M 0.69% 20
2024
Q3 		$134M Sell
636,355
-41,886
-6% -$8.82M 0.74% 17
2024
Q2 		$137M Buy
678,241
+160,570
+31% +$31.4M 0.77% 14
2024
Q1 		$104M Buy
517,671
+33,858
+7% +$6.11M 0.69% 18
2023
Q4 		$82.3M Buy
483,813
+27,856
+6% +$4.22M 0.67% 19
2023
Q3 		$66.1M Buy
455,957
+5,775
+1% +$866K 0.65% 20
2023
Q2 		$65.5M Buy
450,182
+31,113
+7% +$4.28M 0.66% 19
2023
Q1 		$54.6M Sell
419,069
-105,017
-20% -$14.4M 0.59% 23
2022
Q4 		$70.3M Buy
524,086
+62,359
+14% +$7.9M 0.62% 19
2022
Q3 		$48.3M Buy
461,727
+29,728
+7% +$3.41M 0.52% 25
2022
Q2 		$48.6M Buy
431,999
+55,696
+15% +$6.9M 0.5% 31
2022
Q1 		$51.3M Sell
376,303
-10,393
-3% -$1.53M 0.53% 23
2021
Q4 		$61.2M Sell
386,696
-1,541
-0.4% -$253K 0.62% 16
2021
Q3 		$63.5M Buy
388,237
+15,277
+4% +$2.4M 0.64% 16
2021
Q2 		$58M Buy
372,960
+10,637
+3% +$1.67M 0.66% 13
2021
Q1 		$55.2M Buy
362,323
+12,229
+3% +$1.76M 0.7% 13
2020
Q4 		$43.9M Buy
350,094
+95,668
+38% +$10.7M 0.51% 31
2020
Q3 		$24.5M Buy
+254,426
New +$25M 0.46% 36

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Kestra Advisory Services increased its JPMorgan Chase (JPM) stake by 6% in Q1 2026, buying an estimated $9.77M and bringing the position to 571,772 shares worth $168M. The position accounts for 0.64% of the portfolio, ranked #21.

Kestra Advisory Services first reported a position in JPM in Q3 2020 and has held it in 23 quarters since. The position peaked at $174M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Kestra Advisory Services held 571,772 shares of JPMorgan Chase worth $168M as of Q1 2026.
  • Kestra Advisory Services bought 32,201 JPMorgan Chase shares in Q1 2026, an estimated $9.77M.
  • JPMorgan Chase made up 0.64% of Kestra Advisory Services's portfolio in Q1 2026, its #21 holding.
  • Kestra Advisory Services first reported a position in JPMorgan Chase in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's JPMorgan Chase position peaked at $174M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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