Kestra Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Kestra Advisory Services's JPM Position: Q2 2026 in Review
Kestra Advisory Services increased its JPMorgan Chase (JPM) stake by 20% in Q2 2026, buying an estimated $36.3M and bringing the position to 688,749 shares worth $225M. The position accounts for 0.73% of the portfolio, ranked #16.
Kestra Advisory Services first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Kestra Advisory Services held 688,749 shares of JPMorgan Chase worth $225M as of Q2 2026.
- Kestra Advisory Services bought 116,977 JPMorgan Chase shares in Q2 2026, an estimated $36.3M.
- JPMorgan Chase made up 0.73% of Kestra Advisory Services's portfolio in Q2 2026, its #16 holding.
- Kestra Advisory Services first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
- 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.