JPMorgan Chase & Co. shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $166M | 528k | 315.43 |
| 2025-06-30 | $139M | 480k | 289.91 |
| 2025-03-31 | $119M | 484k | 245.30 |
| 2024-12-31 | $126M | 525k | 239.71 |
| 2024-09-30 | $134M | 636k | 210.86 |
| 2024-06-30 | $137M | 678k | 202.26 |
| 2024-03-31 | $104M | 518k | 200.30 |
| 2023-12-31 | $82M | 484k | 170.10 |
| 2023-09-30 | $66M | 456k | 145.02 |
| 2023-06-30 | $66M | 450k | 145.44 |
| 2023-03-31 | $55M | 419k | 130.31 |
| 2022-12-31 | $70M | 524k | 134.10 |
| 2022-09-30 | $48M | 462k | 104.50 |
| 2022-06-30 | $49M | 432k | 112.61 |
| 2022-03-31 | $51M | 376k | 136.32 |
| 2021-12-31 | $61M | 387k | 158.35 |
| 2021-09-30 | $64M | 388k | 163.69 |
| 2021-06-30 | $58M | 373k | 155.54 |
| 2021-03-31 | $55M | 362k | 152.23 |
| 2020-12-31 | $44M | 350k | 125.36 |
| 2020-09-30 | $25M | 254k | 96.40 |