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Kestra Private Wealth Services’s JPMorgan Chase JPM Stock Holding History

Kestra Private Wealth 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 		$102M Buy
345,829
+30,205
+10% +$9.17M 1.25% 7
2025
Q4 		$102M Buy
315,624
+6,488
+2% +$2.01M 1.26% 7
2025
Q3 		$97.5M Sell
309,136
-572
-0.2% -$170K 1.27% 7
2025
Q2 		$89.8M Buy
309,708
+1,780
+0.6% +$454K 1.29% 6
2025
Q1 		$75.5M Buy
307,928
+3,458
+1% +$882K 1.26% 7
2024
Q4 		$73M Buy
304,470
+6,741
+2% +$1.57M 1.24% 8
2024
Q3 		$62.8M Buy
297,729
+15,721
+6% +$3.31M 1.15% 10
2024
Q2 		$57M Buy
282,008
+38,669
+16% +$7.56M 1.14% 10
2024
Q1 		$48.7M Buy
243,339
+1,865
+0.8% +$337K 1.1% 8
2023
Q4 		$41.1M Buy
241,474
+6,583
+3% +$998K 1.05% 9
2023
Q3 		$34.1M Buy
234,891
+32,681
+16% +$4.9M 1.07% 8
2023
Q2 		$29.4M Buy
202,210
+21,433
+12% +$2.95M 1.01% 9
2023
Q1 		$23.6M Buy
180,777
+25,028
+16% +$3.43M 0.94% 9
2022
Q4 		$20.9M Sell
155,749
-2,018
-1% -$256K 1.06% 5
2022
Q3 		$16.5M Buy
157,767
+27,838
+21% +$3.19M 0.95% 8
2022
Q2 		$14.6M Buy
129,929
+17,284
+15% +$2.14M 0.83% 11
2022
Q1 		$15.4M Buy
112,645
+1,118
+1% +$165K 0.76% 17
2021
Q4 		$17.7M Buy
111,527
+5,995
+6% +$985K 0.85% 12
2021
Q3 		$17.3M Buy
105,532
+926
+0.9% +$145K 0.96% 9
2021
Q2 		$16.3M Buy
104,606
+2,749
+3% +$432K 0.99% 8
2021
Q1 		$15.5M Buy
101,857
+2,952
+3% +$425K 1.08% 7
2020
Q4 		$12.4M Sell
98,905
-370
-0.4% -$41.4K 0.91% 10
2020
Q3 		$9.56M Buy
+99,275
New +$9.75M 0.83% 14

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 Private Wealth Services's JPM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its JPMorgan Chase (JPM) stake by 9.6% in Q1 2026, buying an estimated $9.17M and bringing the position to 345,829 shares worth $102M. The position accounts for 1.25% of the portfolio, ranked #7.

Kestra Private Wealth Services first reported a position in JPM in Q3 2020 and has held it in 23 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Kestra Private Wealth Services held 345,829 shares of JPMorgan Chase worth $102M as of Q1 2026.
  • Kestra Private Wealth Services bought 30,205 JPMorgan Chase shares in Q1 2026, an estimated $9.17M.
  • JPMorgan Chase made up 1.25% of Kestra Private Wealth Services's portfolio in Q1 2026, its #7 holding.
  • Kestra Private Wealth Services first reported a position in JPMorgan Chase in Q3 2020 and has held it in 23 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.