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Kestra Advisory Services, LLC: JPEF position timeline

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

Kestra Advisory Services, LLC held 140,979 JPEF 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 140,979 shares
    Change vs previous 13F +26,129 shares

    0.04% of the 13F portfolio, value $11,324,890.

    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: 0 shares
    • Kestra Advisory Services, LLC: 140,979 shares

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

  2. period ended2026-03-31
    13F 114,850 shares
    Change vs previous 13F +9,873 shares

    0.02% of the 13F portfolio, value $8,247,313.

    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: 4,501 shares
    • Kestra Advisory Services, LLC: 110,349 shares

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

  3. period ended2025-12-31
    13F 104,977 shares
    Change vs previous 13F +1,089 shares

    0.02% of the 13F portfolio, value $7,840,451.

    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: 4,655 shares
    • Kestra Advisory Services, LLC: 100,322 shares

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

  4. period ended2025-09-30
    13F 103,888 shares
    Change vs previous 13F +8,544 shares

    0.03% of the 13F portfolio, value $7,697,078.

    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: 4,264 shares
    • Kestra Advisory Services, LLC: 99,624 shares

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

  5. period ended2025-06-30
    13F 95,344 shares
    Change vs previous 13F +22,043 shares

    0.02% of the 13F portfolio, value $6,687,457.

    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: 3,459 shares
    • Kestra Advisory Services, LLC: 91,885 shares

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

  6. period ended2025-03-31
    13F 73,301 shares
    Change vs previous 13F +46,421 shares

    0.02% of the 13F portfolio, value $4,666,342.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 26,880 shares
    Change vs previous 13F +23,802 shares

    0.01% of the 13F portfolio, value $1,803,917.

    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: 0 shares
    • Kestra Advisory Services, LLC: 26,880 shares

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

  8. period ended2024-09-30
    13F 3,078 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,701.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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