Question 1

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

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC holds 571,772 shares of JPM (JPMORGAN CHASE & CO).

Question 2

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

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC's JPM position is worth $168.2M.

Question 3

Is Kestra Advisory Services, LLC buying or selling JPM?

Accepted Answer

In 2026-Q1, Kestra Advisory Services, LLC increased their JPM position (+6.0% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy JPM?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in JPM in 2024-Q2. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	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

JPMShowing 8 of 23 quarters

JPM
Showing 8 of 23 quarters