Kestra Private Wealth Services
JPM icon

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
Q3 		$107M Sell
322,714
-2,683
-0.8% -$938K 1.14% 7
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 		$9.6M Buy
+99,275
New +$9.7M 0.83% 14

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Kestra Private Wealth Services's JPM Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan Chase (JPM) stake by 0.82% in Q3 2026, selling an estimated $938K and leaving 322,714 shares worth $107M. The position accounts for 1.14% of the portfolio, ranked #7.

Kestra Private Wealth Services first reported a position in JPM in Q3 2020 and has held it in 25 quarters since. 3,980 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Kestra Private Wealth Services held 322,714 shares of JPMorgan Chase worth $107M as of Q3 2026.
  • Kestra Private Wealth Services sold 2,683 JPMorgan Chase shares in Q3 2026, an estimated $938K.
  • JPMorgan Chase made up 1.14% of Kestra Private Wealth Services's portfolio in Q3 2026, its #7 holding.
  • Kestra Private Wealth Services first reported a position in JPMorgan Chase in Q3 2020 and has held it in 25 quarters since.
  • 3,980 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.