Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$225,448,210
+$57,255,759 QoQ
Shares Held
688,749
+20.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#247
of 5,058 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Dec 31, 2025CallValue
$386,664
CallShares
1,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. JPM ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
688,749 | $225,448,210 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
556,012 | $45,948,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
544,630 | $31,033,017 | |
| 4 | C |
Citigroup Inc
|
152,011 | $21,275,459 | |
| 5 | RY |
Royal Bank Of Canada
|
23,858 | $4,937,890 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
25,071 | $3,625,517 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
19,637 | $3,469,857 | |
| 8 | TD |
Toronto Dominion Bank
|
24,639 | $2,991,913 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,448,210 | 688,749 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $168,192,451 | 571,772 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $173,860,567 | 539,571 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $386,664 | 1,200 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $166,383,647 | 527,482 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $139,103,746 | 479,817 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $118,682,763 | 483,827 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $125,841,517 | 524,974 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $134,181,815 | 636,355 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $137,181,024 | 678,241 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $103,689,501 | 517,671 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $82,296,591 | 483,813 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $66,122,884 | 455,957 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $65,474,470 | 450,182 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $54,608,881 | 419,069 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $70,279,932 | 524,086 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $48,250,471 | 461,727 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $48,647,407 | 431,999 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,297,624 | 376,303 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $61,233,311 | 386,696 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $63,550,514 | 388,237 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $58,010,198 | 372,960 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $55,156,430 | 362,323 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $44,486,444 | 350,094 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $24,493,591 | 254,426 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||