Question 1

How many shares of JEPQ does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC holds 1.3M shares of JEPQ (J P MORGAN EXCHANGE TRADED F).

Question 2

What is Kestra Advisory Services, LLC's JEPQ position worth?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC's JEPQ position is worth $80.5M.

Question 3

Is Kestra Advisory Services, LLC buying or selling JEPQ?

Accepted Answer

In 2026-Q2, Kestra Advisory Services, LLC increased their JEPQ position (+4.8% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy JEPQ?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in JEPQ in 2024-Q3. They have held the position across 16 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.3M	+4.8%	$80.5M	0.3%	$60.09	37
2026-Q1	Increased	1.2M	+8.8%	$69.4M	0.3%	$52.71	39
2025-Q4	Increased	1.1M	+5.4%	$66.8M	0.3%	$54.26	37
2025-Q3	Increased	1.1M	+13.1%	$62.7M	0.3%	$51.85	40
2025-Q2	Increased	963,763	+14.2%	$52.4M	0.3%	$47.82	40
2025-Q1	Increased	843,690	+8.8%	$43.7M	0.2%	$43.99	38
2024-Q4	Increased	775,831	+12.1%	$43.7M	0.2%	$47.11	39
2024-Q3	Increased	691,830	+9.4%	$38M	0.2%	$44.27	38

JEPQShowing 8 of 16 quarters

JEPQ
Showing 8 of 16 quarters