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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 		– Sell
-1,200
Closed -$387K – 3783
2025
Q4 		$387K Buy
+1,200
New +$372K ﹤0.01% 2339

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.