Kestra Investment Management’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.9M	Buy	67,383 +29,897	+80%	+$7.93M	0.28%	53
2025 Q1	$9.2M	Buy	37,486 +10,666	+40%	+$2.62M	0.29%	50
2024 Q4	$6.43M	Sell	26,820 -4,638	-15%	-$1.11M	0.25%	55
2024 Q3	$6.63M	Sell	31,458 -3,719	-11%	-$784K	0.28%	53
2024 Q2	$7.11M	Buy	+35,177	New	+$7.11M	0.48%	49