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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
Q2 		$107M Sell
325,397
-20,432
-6% -$6.35M 1.17% 7
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kestra Private Wealth Services's JPM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan Chase (JPM) stake by 5.9% in Q2 2026, selling an estimated $6.35M and leaving 325,397 shares worth $107M. The position accounts for 1.17% of the portfolio, ranked #7.

Kestra Private Wealth Services first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kestra Private Wealth Services held 325,397 shares of JPMorgan Chase worth $107M as of Q2 2026.
  • Kestra Private Wealth Services sold 20,432 JPMorgan Chase shares in Q2 2026, an estimated $6.35M.
  • JPMorgan Chase made up 1.17% of Kestra Private Wealth Services's portfolio in Q2 2026, its #7 holding.
  • Kestra Private Wealth Services first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.