Position history for Kestra Advisory Services, LLC's holdings in JPMORGAN CHASE & CO
Kestra Advisory Services, LLC holds 571,772 shares of JPM (JPMORGAN CHASE & CO), worth $168.2M as of 2026-Q1. The position was increased (+6.0% shares). JPM represents 0.6% of Kestra Advisory Services, LLC's portfolio.
Current Value
$168.2M
Current Shares
571,772
Total Value Change
+$31M
Total Shares Change
-106,469
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 571,772 |
+6.0% |
| $168.2M |
| 0.6% |
| $300.26 |
45 |
| 2025-Q4 | Increased | 539,571 | +2.3% | $173.9M | 0.7% | $321.97 | 44 |
| 2025-Q3 | Increased | 527,482 | +9.9% | $166.4M | 0.8% | $312.75 | 47 |
| 2025-Q2 | Decreased | 479,817 | -0.8% | $139.1M | 0.7% | $283.07 | 0 |
| 2025-Q1 | Decreased | 483,827 | -7.8% | $118.7M | 0.6% | $237.97 | 0 |
| 2024-Q4 | Decreased | 524,974 | -17.5% | $125.8M | 0.7% | $233.31 | 0 |
| 2024-Q3 | Decreased | 636,355 | -6.2% | $134.2M | 0.7% | $203.96 | 0 |
| 2024-Q2 | Increased | 678,241 | +31.0% | $137.2M | 0.8% | $194.90 | 54 |