Kestra Investment Management’s JPMorgan Chase JPM Stock Holding History

Kestra Investment Management’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 Q2	$10.3M	Buy	31,368 +8,072	+35%	+$2.51M	0.2%	62
2026 Q1	$6.85M	Sell	23,296 -7,753	-25%	-$2.35M	0.12%	67
2025 Q4	$10M	Sell	31,049 -2,066	-6%	-$640K	0.24%	56
2025 Q3	$10.4M	Buy	33,115 +3,218	+11%	+$957K	0.28%	52
2025 Q2	$8.67M	Sell	29,897 -7,589	-20%	-$1.94M	0.26%	54
2025 Q1	$9.2M	Buy	37,486 +10,666	+40%	+$2.72M	0.29%	50
2024 Q4	$6.43M	Sell	26,820 -4,638	-15%	-$1.08M	0.25%	55
2024 Q3	$6.63M	Sell	31,458 -3,719	-11%	-$783K	0.28%	53
2024 Q2	$7.11M	Buy	+35,177	New	+$6.88M	0.48%	49

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kestra Investment Management's JPM Position: Q2 2026 in Review

Kestra Investment Management increased its JPMorgan Chase (JPM) stake by 35% in Q2 2026, buying an estimated $2.51M and bringing the position to 31,368 shares worth $10.3M. The position accounts for 0.2% of the portfolio, ranked #62.

Kestra Investment Management first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.4M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Kestra Investment Management held 31,368 shares of JPMorgan Chase worth $10.3M as of Q2 2026.
Kestra Investment Management bought 8,072 JPMorgan Chase shares in Q2 2026, an estimated $2.51M.
JPMorgan Chase made up 0.2% of Kestra Investment Management's portfolio in Q2 2026, its #62 holding.
Kestra Investment Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's JPMorgan Chase position peaked at $10.4M in Q3 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.