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KESTRA PRIVATE WEALTH SERVICES, LLC → JPM-PM
KESTRA PRIVATE WEALTH SERVICES, LLC JPM-PM Position History
JPM-PM
Quarters held
68
Latest value
$1.4M
Q3 2026
Peak value
$106.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $923K |
| Q3 2025 | $97.5M |
| Q3 2025 | $1.3M |
| Q3 2025 | $2.6M |
| Q3 2025 | $393K |
| Q3 2025 | $204K |
| Q3 2025 | $36.2M |
| Q3 2025 | $970K |
| Q3 2025 | $1.6M |
| Q3 2025 | $3.2M |
| Q3 2025 | $10.2M |
| Q3 2025 | $11.7M |
| Q3 2025 | $801K |
| Q3 2025 | $1.1M |
| Q4 2025 | $1.3M |
| Q4 2025 | $101.7M |
| Q4 2025 | $2.7M |
| Q4 2025 | $445K |
| Q4 2025 | $220K |
| Q4 2025 | $37.6M |
| Q4 2025 | $890K |
| Q4 2025 | $1.6M |
| Q4 2025 | $3.2M |
| Q4 2025 | $10.4M |
| Q4 2025 | $12.4M |
| Q4 2025 | $816K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.3M |
| Q1 2026 | $101.7M |
| Q1 2026 | $2.7M |
| Q1 2026 | $430K |
| Q1 2026 | $219K |
| Q1 2026 | $36.5M |
| Q1 2026 | $859K |
| Q1 2026 | $2.3M |
| Q1 2026 | $5.6M |
| Q1 2026 | $6.9M |
| Q1 2026 | $11.5M |
| Q1 2026 | $821K |
| Q1 2026 | $1.1M |
| Q1 2026 | $209K |
| Q2 2026 | $1.1M |
| Q2 2026 | $106.5M |
| Q2 2026 | $3M |
| Q2 2026 | $461K |
| Q2 2026 | $226K |
| Q2 2026 | $36.8M |
| Q2 2026 | $878K |
| Q2 2026 | $1.8M |
| Q2 2026 | $5.7M |
| Q2 2026 | $8.7M |
| Q2 2026 | $11.2M |
| Q2 2026 | $737K |
| Q2 2026 | $1.3M |
| Q3 2026 | $2M |
| Q3 2026 | $106.8M |
| Q3 2026 | $534K |
| Q3 2026 | $585K |
| Q3 2026 | $545K |
| Q3 2026 | $255K |
| Q3 2026 | $37.5M |
| Q3 2026 | $867K |
| Q3 2026 | $2M |
| Q3 2026 | $5.3M |
| Q3 2026 | $12M |
| Q3 2026 | $11.2M |
| Q3 2026 | $700K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 14.2K | — | — |
| Q3 2026 | $700K | 12.7K | — | — |
| Q3 2026 | $11.2M | 183.5K | — | — |
| Q3 2026 | $12M | 237.9K | — | — |
| Q3 2026 | $5.3M | 118.6K | — | — |
| Q3 2026 | $2M | 39.2K | — | — |
| Q3 2026 | $867K | 18.2K | — | — |
| Q3 2026 | $37.5M | 666.6K | — | — |
| Q3 2026 | $255K | 2.5K | — | — |
| Q3 2026 | $545K | 6.9K | — | — |
| Q3 2026 | $585K | 7.7K | — | — |
| Q3 2026 | $534K | 6.5K | — | — |
| Q3 2026 | $106.8M | 322.7K | — | — |
| Q3 2026 | $2M | 86.2K | — | — |
| Q2 2026 | $1.3M | 13.0K | — | — |
| Q2 2026 | $737K | 13.3K | — | — |
| Q2 2026 | $11.2M | 182.9K | — | — |
| Q2 2026 | $8.7M | 171.5K | — | — |
| Q2 2026 | $5.7M | 121.3K | — | — |
| Q2 2026 | $1.8M | 35.1K | — | — |
| Q2 2026 | $878K | 17.3K | — | — |
| Q2 2026 | $36.8M | 650.7K | — | — |
| Q2 2026 | $226K | 3.0K | — | — |
| Q2 2026 | $461K | 5.9K | — | — |
| Q2 2026 | $3M | 35.8K | — | — |
| Q2 2026 | $106.5M | 325.4K | — | — |
| Q2 2026 | $1.1M | 48.8K | — | — |
| Q1 2026 | $209K | 4.0K | — | — |
| Q1 2026 | $1.1M | 12.6K | — | — |
| Q1 2026 | $821K | 15.6K | — | — |
| Q1 2026 | $11.5M | 207.6K | — | — |
| Q1 2026 | $6.9M | 136.4K | — | — |
| Q1 2026 | $5.6M | 119.5K | — | — |
| Q1 2026 | $2.3M | 44.9K | — | — |
| Q1 2026 | $859K | 17.2K | — | — |
| Q1 2026 | $36.5M | 644.7K | — | — |
| Q1 2026 | $219K | 3.2K | — | — |
| Q1 2026 | $430K | 5.9K | — | — |
| Q1 2026 | $2.7M | 36.1K | — | — |
| Q1 2026 | $101.7M | 345.8K | — | — |
| Q1 2026 | $1.3M | 57.7K | — | — |
| Q4 2025 | $1.1M | 12.1K | — | — |
| Q4 2025 | $816K | 15.6K | — | — |
| Q4 2025 | $12.4M | 213.1K | — | — |
| Q4 2025 | $10.4M | 204.9K | — | — |
| Q4 2025 | $3.2M | 66.6K | — | — |
| Q4 2025 | $1.6M | 31.7K | — | — |
| Q4 2025 | $890K | 17.6K | — | — |
| Q4 2025 | $37.6M | 657.5K | — | — |
| Q4 2025 | $220K | 3.3K | — | — |
| Q4 2025 | $445K | 6.1K | — | — |
| Q4 2025 | $2.7M | 36.7K | — | — |
| Q4 2025 | $101.7M | 315.6K | — | — |
| Q4 2025 | $1.3M | 56.3K | — | — |
| Q3 2025 | $1.1M | 11.8K | — | — |
| Q3 2025 | $801K | 15.5K | — | — |
| Q3 2025 | $11.7M | 203.7K | — | — |
| Q3 2025 | $10.2M | 201.9K | — | — |
| Q3 2025 | $3.2M | 67.0K | — | — |
| Q3 2025 | $1.6M | 30.5K | — | — |
| Q3 2025 | $970K | 19.2K | — | — |
| Q3 2025 | $36.2M | 633.2K | — | — |
| Q3 2025 | $204K | 3.1K | — | — |
| Q3 2025 | $393K | 5.6K | — | — |
| Q3 2025 | $2.6M | 36.0K | — | — |
| Q3 2025 | $1.3M | 4.0K | — | — |
| Q3 2025 | $97.5M | 309.1K | — | — |
| Q3 2025 | $923K | 40.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B