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Kestra Advisory Services, LLC: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on JCPB, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 620,277 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 620,277 shares
    Change vs previous 13F -32,017 shares

    0.07% of the 13F portfolio, value $29,115,784.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 121,303 shares
    • Kestra Advisory Services, LLC: 498,974 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 652,294 shares
    Change vs previous 13F -201,079 shares

    0.09% of the 13F portfolio, value $30,710,021.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 119,481 shares
    • Kestra Advisory Services, LLC: 532,813 shares
    • Kestra Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 853,373 shares
    Change vs previous 13F +109,689 shares

    0.11% of the 13F portfolio, value $40,407,215.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 66,611 shares
    • Kestra Advisory Services, LLC: 778,685 shares
    • Kestra Investment Management, LLC: 8,077 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 743,684 shares
    Change vs previous 13F +52,725 shares

    0.11% of the 13F portfolio, value $35,362,184.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 67,014 shares
    • Kestra Advisory Services, LLC: 668,660 shares
    • Kestra Investment Management, LLC: 8,010 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 690,959 shares
    Change vs previous 13F -24,842 shares

    0.11% of the 13F portfolio, value $32,516,541.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 133,724 shares
    • Kestra Advisory Services, LLC: 550,029 shares
    • Kestra Investment Management, LLC: 7,206 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 715,801 shares
    Change vs previous 13F +98,447 shares

    0.13% of the 13F portfolio, value $33,671,279.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 140,690 shares
    • Kestra Advisory Services, LLC: 575,111 shares
    • Kestra Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 617,354 shares
    Change vs previous 13F +70,902 shares

    0.11% of the 13F portfolio, value $28,441,499.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,795 shares
    • Kestra Advisory Services, LLC: 575,465 shares
    • Kestra Investment Management, LLC: 4,094 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 546,452 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $26,360,837.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).