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Kestra Advisory Services, LLC → JPM-PM
Kestra Advisory Services, LLC JPM-PM Position History
JPM-PM
Quarters held
114
Latest value
$1.5M
Q3 2026
Peak value
$243.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $26K |
| Q3 2025 | $2M |
| Q3 2025 | $166.4M |
| Q3 2025 | $1.4M |
| Q3 2025 | $5.1M |
| Q3 2025 | $274K |
| Q3 2025 | $108.8M |
| Q3 2025 | $267K |
| Q3 2025 | $4.5M |
| Q3 2025 | $2.1M |
| Q3 2025 | $31.8M |
| Q3 2025 | $45.4M |
| Q3 2025 | $28M |
| Q3 2025 | $370K |
| Q3 2025 | $62.7M |
| Q3 2025 | $18.3M |
| Q3 2025 | $17.3M |
| Q3 2025 | $689K |
| Q3 2025 | $830K |
| Q4 2025 | $28K |
| Q4 2025 | $2.2M |
| Q4 2025 | $173.9M |
| Q4 2025 | $387K |
| Q4 2025 | $45K |
| Q4 2025 | $1.6M |
| Q4 2025 | $5.5M |
| Q4 2025 | $472K |
| Q4 2025 | $556K |
| Q4 2025 | $247K |
| Q4 2025 | $170K |
| Q4 2025 | $87K |
| Q4 2025 | $113.4M |
| Q4 2025 | $269K |
| Q4 2025 | $5.7M |
| Q4 2025 | $1.8M |
| Q4 2025 | $36.9M |
| Q4 2025 | $47.4M |
| Q4 2025 | $29.2M |
| Q4 2025 | $418K |
| Q4 2025 | $66.8M |
| Q4 2025 | $120K |
| Q4 2025 | $19M |
| Q4 2025 | $17.9M |
| Q4 2025 | $1.5M |
| Q4 2025 | $134K |
| Q4 2025 | $840K |
| Q1 2026 | $122K |
| Q1 2026 | $2.3M |
| Q1 2026 | $168.2M |
| Q1 2026 | $2.2M |
| Q1 2026 | $14.4M |
| Q1 2026 | $502K |
| Q1 2026 | $695K |
| Q1 2026 | $363K |
| Q1 2026 | $228K |
| Q1 2026 | $104.3M |
| Q1 2026 | $283K |
| Q1 2026 | $7.3M |
| Q1 2026 | $2.1M |
| Q1 2026 | $25.1M |
| Q1 2026 | $44M |
| Q1 2026 | $36.4M |
| Q1 2026 | $257K |
| Q1 2026 | $69.4M |
| Q1 2026 | $16.6M |
| Q1 2026 | $17.1M |
| Q1 2026 | $11M |
| Q1 2026 | $1.2M |
| Q2 2026 | $140K |
| Q2 2026 | $2.1M |
| Q2 2026 | $225.4M |
| Q2 2026 | $2.7M |
| Q2 2026 | $18.1M |
| Q2 2026 | $543K |
| Q2 2026 | $738K |
| Q2 2026 | $370K |
| Q2 2026 | $115M |
| Q2 2026 | $306K |
| Q2 2026 | $7.9M |
| Q2 2026 | $2.6M |
| Q2 2026 | $23.4M |
| Q2 2026 | $49.4M |
| Q2 2026 | $34.3M |
| Q2 2026 | $2.2M |
| Q2 2026 | $630K |
| Q2 2026 | $80.5M |
| Q2 2026 | $19.5M |
| Q2 2026 | $25M |
| Q2 2026 | $13.1M |
| Q2 2026 | $215K |
| Q2 2026 | $1.2M |
| Q3 2026 | $625K |
| Q3 2026 | $2.2M |
| Q3 2026 | $243.5M |
| Q3 2026 | $18.5M |
| Q3 2026 | $24.1M |
| Q3 2026 | $556K |
| Q3 2026 | $812K |
| Q3 2026 | $496K |
| Q3 2026 | $115.2M |
| Q3 2026 | $294K |
| Q3 2026 | $8.7M |
| Q3 2026 | $9.9M |
| Q3 2026 | $34M |
| Q3 2026 | $58.3M |
| Q3 2026 | $38.4M |
| Q3 2026 | $4.3M |
| Q3 2026 | $1M |
| Q3 2026 | $84.1M |
| Q3 2026 | $26.8M |
| Q3 2026 | $26.5M |
| Q3 2026 | $15.1M |
| Q3 2026 | $341K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 43.6K | — | — |
| Q3 2026 | $341K | 6.6K | — | — |
| Q3 2026 | $15.1M | 158.2K | — | — |
| Q3 2026 | $26.5M | 252.0K | — | — |
| Q3 2026 | $26.8M | 277.2K | — | — |
| Q3 2026 | $84.1M | 1.37M | — | — |
| Q3 2026 | $1M | 23.4K | — | — |
| Q3 2026 | $4.3M | 91.4K | — | — |
| Q3 2026 | $38.4M | 761.6K | — | — |
| Q3 2026 | $58.3M | 789.6K | — | — |
| Q3 2026 | $34M | 759.7K | — | — |
| Q3 2026 | $9.9M | 196.2K | — | — |
| Q3 2026 | $8.7M | 182.2K | — | — |
| Q3 2026 | $294K | 2.2K | — | — |
| Q3 2026 | $115.2M | 2.05M | — | — |
| Q3 2026 | $496K | 4.9K | — | — |
| Q3 2026 | $812K | 10.3K | — | — |
| Q3 2026 | $556K | 7.3K | — | — |
| Q3 2026 | $24.1M | 537.3K | — | — |
| Q3 2026 | $18.5M | 225.7K | — | — |
| Q3 2026 | $243.5M | 736.1K | — | — |
| Q3 2026 | $2.2M | 94.6K | — | — |
| Q3 2026 | $625K | 42.1K | — | — |
| Q2 2026 | $1.2M | 35.0K | — | — |
| Q2 2026 | $215K | 4.1K | — | — |
| Q2 2026 | $13.1M | 142.5K | — | — |
| Q2 2026 | $25M | 224.0K | — | — |
| Q2 2026 | $19.5M | 197.7K | — | — |
| Q2 2026 | $80.5M | 1.31M | — | — |
| Q2 2026 | $630K | 13.7K | — | — |
| Q2 2026 | $2.2M | 45.7K | — | — |
| Q2 2026 | $34.3M | 678.6K | — | — |
| Q2 2026 | $49.4M | 683.8K | — | — |
| Q2 2026 | $23.4M | 499.0K | — | — |
| Q2 2026 | $2.6M | 50.3K | — | — |
| Q2 2026 | $7.9M | 156.4K | — | — |
| Q2 2026 | $306K | 2.2K | — | — |
| Q2 2026 | $115M | 2.04M | — | — |
| Q2 2026 | $370K | 3.7K | — | — |
| Q2 2026 | $738K | 9.8K | — | — |
| Q2 2026 | $543K | 7.0K | — | — |
| Q2 2026 | $18.1M | 392.4K | — | — |
| Q2 2026 | $2.7M | 33.0K | — | — |
| Q2 2026 | $225.4M | 688.7K | — | — |
| Q2 2026 | $2.1M | 91.6K | — | — |
| Q2 2026 | $140K | 33.7K | — | — |
| Q1 2026 | $1.2M | 34.3K | — | — |
| Q1 2026 | $11M | 128.8K | — | — |
| Q1 2026 | $17.1M | 215.4K | — | — |
| Q1 2026 | $16.6M | 196.4K | — | — |
| Q1 2026 | $69.4M | 1.25M | — | — |
| Q1 2026 | $257K | 5.4K | — | — |
| Q1 2026 | $36.4M | 720.1K | — | — |
| Q1 2026 | $44M | 718.1K | — | — |
| Q1 2026 | $25.1M | 532.8K | — | — |
| Q1 2026 | $2.1M | 40.3K | — | — |
| Q1 2026 | $7.3M | 145.3K | — | — |
| Q1 2026 | $283K | 2.2K | — | — |
| Q1 2026 | $104.3M | 1.84M | — | — |
| Q1 2026 | $228K | 3.1K | — | — |
| Q1 2026 | $363K | 3.9K | — | — |
| Q1 2026 | $695K | 10.1K | — | — |
| Q1 2026 | $502K | 6.9K | — | — |
| Q1 2026 | $14.4M | 313.6K | — | — |
| Q1 2026 | $2.2M | 29.1K | — | — |
| Q1 2026 | $168.2M | 571.8K | — | — |
| Q1 2026 | $2.3M | 98.2K | — | — |
| Q1 2026 | $122K | 34.9K | — | — |
| Q4 2025 | $840K | 28.1K | — | — |
| Q4 2025 | $134K | 2.6K | — | — |
| Q4 2025 | $1.5M | 18.1K | — | — |
| Q4 2025 | $17.9M | 199.0K | — | — |
| Q4 2025 | $19M | 204.3K | — | — |
| Q4 2025 | $120K | 2.3K | — | — |
| Q4 2025 | $66.8M | 1.15M | — | — |
| Q4 2025 | $418K | 8.6K | — | — |
| Q4 2025 | $29.2M | 576.9K | — | — |
| Q4 2025 | $47.4M | 749.5K | — | — |
| Q4 2025 | $36.9M | 778.7K | — | — |
| Q4 2025 | $1.8M | 36.3K | — | — |
| Q4 2025 | $5.7M | 113.0K | — | — |
| Q4 2025 | $269K | 2.2K | — | — |
| Q4 2025 | $113.4M | 1.98M | — | — |
| Q4 2025 | $87K | 1.4K | — | — |
| Q4 2025 | $170K | 3.0K | — | — |
| Q4 2025 | $247K | 2.7K | — | — |
| Q4 2025 | $556K | 8.4K | — | — |
| Q4 2025 | $472K | 6.4K | — | — |
| Q4 2025 | $5.5M | 118.4K | — | — |
| Q4 2025 | $1.6M | 21.9K | — | — |
| Q4 2025 | $45K | 962 | — | — |
| Q4 2025 | $387K | 1.2K | — | — |
| Q4 2025 | $173.9M | 539.6K | — | — |
| Q4 2025 | $2.2M | 94.5K | — | — |
| Q4 2025 | $28K | 10.2K | — | — |
| Q3 2025 | $830K | 28.1K | — | — |
| Q3 2025 | $689K | 9.1K | — | — |
| Q3 2025 | $17.3M | 188.4K | — | — |
| Q3 2025 | $18.3M | 195.6K | — | — |
| Q3 2025 | $62.7M | 1.09M | — | — |
| Q3 2025 | $370K | 7.5K | — | — |
| Q3 2025 | $28M | 552.3K | — | — |
| Q3 2025 | $45.4M | 721.9K | — | — |
| Q3 2025 | $31.8M | 668.7K | — | — |
| Q3 2025 | $2.1M | 41.4K | — | — |
| Q3 2025 | $4.5M | 88.2K | — | — |
| Q3 2025 | $267K | 2.2K | — | — |
| Q3 2025 | $108.8M | 1.91M | — | — |
| Q3 2025 | $274K | 4.1K | — | — |
| Q3 2025 | $5.1M | 109.9K | — | — |
| Q3 2025 | $1.4M | 18.5K | — | — |
| Q3 2025 | $166.4M | 527.5K | — | — |
| Q3 2025 | $2M | 87.9K | — | — |
| Q3 2025 | $26K | 12.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B