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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
2025
Q4 		– Sell
-4,000
Closed -$1.26M – 1771
2025
Q3 		$1.26M Buy
+4,000
New +$1.19M 0.02% 682

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.