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Showing 8 of 24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in JPMORGAN CHASE & CO

Kestra Advisory Services, LLC holds 688,749 shares of JPM (JPMORGAN CHASE & CO), worth $225.4M as of 2026-Q2. The position was increased (+20.5% shares). JPM represents 0.7% of Kestra Advisory Services, LLC's portfolio.

Current Value

$225.4M

Current Shares

688,749

Total Value Change

+$91.3M

Total Shares Change

+52,394

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
688,749
+20.5%
$225.4M0.7%$325.86
51
2026-Q1
Increased
571,772
+6.0%
$168.2M0.6%$300.26
45
2025-Q4
Increased
539,571
+2.3%
$173.9M0.7%$321.97
44
2025-Q3
Increased
527,482
+9.9%
$166.4M0.8%$312.75
47
2025-Q2
Decreased
479,817
-0.8%
$139.1M0.7%$283.07
0
2025-Q1
Decreased
483,827
-7.8%
$118.7M0.6%$237.97
0
2024-Q4
Decreased
524,974
-17.5%
$125.8M0.7%$233.31
0
2024-Q3
Decreased
636,355
-6.2%
$134.2M0.7%$203.96
0

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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