Keating Financial Advisory Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1M Buy
3,359
+515
+18% +$160K 0.14% 107
2026
Q1
$837K Buy
2,844
+100
+4% +$30.3K 0.14% 107
2025
Q4
$884K Buy
+2,744
New +$850K 0.12% 139

Other funds holding JPM

Keating Financial Advisory Services's JPM Position: Q2 2026 in Review

Keating Financial Advisory Services increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $160K and bringing the position to 3,359 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #107.

Keating Financial Advisory Services first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Keating Financial Advisory Services held 3,359 shares of JPMorgan Chase worth $1.1M as of Q2 2026.
  • Keating Financial Advisory Services bought 515 JPMorgan Chase shares in Q2 2026, an estimated $160K.
  • JPMorgan Chase made up 0.14% of Keating Financial Advisory Services's portfolio in Q2 2026, its #107 holding.
  • Keating Financial Advisory Services first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.