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Kestra Advisory Services, LLC: JPSE position timeline

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

Kestra Advisory Services, LLC held 10,098 JPSE 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 10,098 shares
    Change vs previous 13F -386 shares

    <0.01% of the 13F portfolio, value $607,581.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,393 shares
    • Kestra Advisory Services, LLC: 3,705 shares

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

  2. period ended2026-03-31
    13F 10,484 shares
    Change vs previous 13F +452 shares

    <0.01% of the 13F portfolio, value $549,683.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,396 shares
    • Kestra Advisory Services, LLC: 4,088 shares

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

  3. period ended2025-12-31
    13F 10,032 shares
    Change vs previous 13F -1,765 shares

    <0.01% of the 13F portfolio, value $502,339.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,034 shares
    • Kestra Advisory Services, LLC: 3,998 shares

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

  4. period ended2025-09-30
    13F 11,797 shares
    Change vs previous 13F -4,910 shares

    <0.01% of the 13F portfolio, value $587,615.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,699 shares
    • Kestra Advisory Services, LLC: 5,098 shares

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

  5. period ended2025-06-30
    13F 16,707 shares
    Change vs previous 13F -8,791 shares

    <0.01% of the 13F portfolio, value $759,987.

    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: 6,781 shares
    • Kestra Advisory Services, LLC: 9,926 shares

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

  6. period ended2025-03-31
    13F 25,498 shares
    Change vs previous 13F +1,301 shares

    <0.01% of the 13F portfolio, value $1,111,457.

    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: 7,099 shares
    • Kestra Advisory Services, LLC: 18,399 shares

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

  7. period ended2024-12-31
    13F 24,197 shares
    Change vs previous 13F +2,246 shares

    <0.01% of the 13F portfolio, value $1,132,630.

    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: 7,259 shares
    • Kestra Advisory Services, LLC: 16,938 shares

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

  8. period ended2024-09-30
    13F 21,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,054,286.

    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: 8,391 shares
    • Kestra Advisory Services, LLC: 13,560 shares

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