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Keynote Financial Services’s JPMorgan Chase JPM Stock Holding History

Keynote Financial Services’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Hold
6,289
– – 0.96% 26
2026
Q1 		$1.85M Hold
6,289
– – 0.98% 26
2025
Q4 		$2.03M Sell
6,289
-50
-0.8% -$15.5K 1.13% 20
2025
Q3 		$2M Sell
6,339
-20
-0.3% -$5.95K 1.21% 17
2025
Q2 		$1.84M Sell
6,359
-75
-1% -$19.1K 1.24% 21
2025
Q1 		$1.58M Hold
6,434
– – 1.13% 22
2024
Q4 		$1.54M Sell
6,434
-100
-2% -$23.3K 1.18% 19
2024
Q3 		$1.38M Hold
6,534
– – 1.05% 25
2024
Q2 		$1.32M Hold
6,534
– – 1.11% 23
2024
Q1 		$1.31M Buy
+6,534
New +$1.18M 1.1% 26

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Keynote Financial Services's JPM Position: Q2 2026 in Review

Keynote Financial Services held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,289 shares worth $2.06M. The position accounts for 0.96% of the portfolio, ranked #26.

Keynote Financial Services first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Keynote Financial Services held 6,289 shares of JPMorgan Chase worth $2.06M as of Q2 2026.
  • Keynote Financial Services left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.96% of Keynote Financial Services's portfolio in Q2 2026, its #26 holding.
  • Keynote Financial Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.