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 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	Sell	33,115 -34,268	-51%	-$10.2M	0.28%	52
2025 Q2	$17.9M	Buy	67,383 +29,897	+80%	+$7.63M	0.28%	53
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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kestra Investment Management's JPM Position: Q1 2026 in Review

Kestra Investment Management reduced its JPMorgan Chase (JPM) stake by 25% in Q1 2026, selling an estimated $2.35M and leaving 23,296 shares worth $6.85M. The position accounts for 0.12% of the portfolio, ranked #67.

Kestra Investment Management first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.9M in Q2 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Kestra Investment Management held 23,296 shares of JPMorgan Chase worth $6.85M as of Q1 2026.
Kestra Investment Management sold 7,753 JPMorgan Chase shares in Q1 2026, an estimated $2.35M.
JPMorgan Chase made up 0.12% of Kestra Investment Management's portfolio in Q1 2026, its #67 holding.
Kestra Investment Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
Kestra Investment Management's JPMorgan Chase position peaked at $17.9M in Q2 2025.
5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.