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Kestra Advisory Services, LLC: JPM position timeline

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

Kestra Advisory Services, LLC held 1,045,514 JPM 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 1,045,514 shares
    Change vs previous 13F +104,617 shares

    0.76% of the 13F portfolio, value $342,228,367.

    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: 325,397 shares
    • Kestra Advisory Services, LLC: 688,749 shares
    • Kestra Investment Management, LLC: 31,368 shares

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

  2. period ended2026-03-31
    13F 940,897 shares
    Change vs previous 13F +54,653 shares

    0.69% of the 13F portfolio, value $276,774,004.

    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: 345,829 shares
    • Kestra Advisory Services, LLC: 571,772 shares
    • Kestra Investment Management, LLC: 23,296 shares

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

  3. period ended2025-12-31
    13F 886,244 shares
    Change vs previous 13F +16,511 shares

    0.78% of the 13F portfolio, value $285,565,397.

    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: 315,624 shares
    • Kestra Advisory Services, LLC: 539,571 shares
    • Kestra Investment Management, LLC: 31,049 shares

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

  4. period ended2025-09-30
    13F 869,733 shares
    Change vs previous 13F +50,311 shares

    0.83% of the 13F portfolio, value $274,339,635.

    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: 309,136 shares
    • Kestra Advisory Services, LLC: 527,482 shares
    • Kestra Investment Management, LLC: 33,115 shares

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

  5. period ended2025-06-30
    13F/A 819,422 shares
    Change vs previous 13F -9,819 shares

    0.77% of the 13F portfolio, value $237,558,616.

    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: 309,708 shares
    • Kestra Advisory Services, LLC: 479,817 shares
    • Kestra Investment Management, LLC: 29,897 shares

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

  6. period ended2025-03-31
    13F/A 829,241 shares
    Change vs previous 13F -27,023 shares

    0.68% of the 13F portfolio, value $203,412,818.

    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: 307,928 shares
    • Kestra Advisory Services, LLC: 483,827 shares
    • Kestra Investment Management, LLC: 37,486 shares

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

  7. period ended2024-12-31
    13F 856,264 shares
    Change vs previous 13F -109,278 shares

    0.77% of the 13F portfolio, value $205,255,123.

    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: 304,470 shares
    • Kestra Advisory Services, LLC: 524,974 shares
    • Kestra Investment Management, LLC: 26,820 shares

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

  8. period ended2024-09-30
    13F 965,542 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $203,594,186.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 297,729 shares
    • Kestra Advisory Services, LLC: 636,355 shares
    • Kestra Investment Management, LLC: 31,458 shares

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