JPMorgan Chase & Co. shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $99M | 313k | 315.43 |
| 2025-06-30 | $90M | 310k | 289.91 |
| 2025-03-31 | $76M | 308k | 245.30 |
| 2024-12-31 | $73M | 305k | 239.71 |
| 2024-09-30 | $63M | 298k | 210.86 |
| 2024-06-30 | $57M | 282k | 202.26 |
| 2024-03-31 | $49M | 243k | 200.30 |
| 2023-12-31 | $41M | 242k | 170.10 |
| 2023-09-30 | $34M | 235k | 145.02 |
| 2023-06-30 | $29M | 202k | 145.44 |
| 2023-03-31 | $24M | 181k | 130.31 |
| 2022-12-31 | $21M | 156k | 134.10 |
| 2022-09-30 | $17M | 158k | 104.50 |
| 2022-06-30 | $15M | 130k | 112.61 |
| 2022-03-31 | $15M | 113k | 136.32 |
| 2021-12-31 | $18M | 112k | 158.35 |
| 2021-09-30 | $17M | 106k | 163.69 |
| 2021-06-30 | $16M | 105k | 155.54 |
| 2021-03-31 | $16M | 102k | 152.23 |
| 2020-12-31 | $12M | 99k | 125.36 |
| 2020-09-30 | $9.6M | 99k | 96.27 |
More positions owned by Kestra Private Wealth Services
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