Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,267,687
+$3,414,936 QoQ
Shares Held
31,368
+34.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,420
of 5,058 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kestra Investment Management, LLC holds $12,746,968 across 4 Banks - Diversified names. JPM ranks #1 (80.6% of the industry book) .
All Filings in JPM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,267,687 | 31,368 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,852,751 | 23,296 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,004,608 | 31,049 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,445,464 | 33,115 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $10,867,566 | 37,486 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $9,195,315 | 37,486 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,429,022 | 26,820 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,633,233 | 31,458 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,114,899 | 35,177 | Shares | Sole | 2024-08-28 | |
| No filing history on record for this holder in this stock. | ||||||