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Keystone Financial Group (Georgia)’s JPMorgan Chase JPM Stock Holding History

Keystone Financial Group (Georgia)’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
2025
Q2 		– Sell
-74
Closed -$18.4K – 154
2025
Q1 		$18.4K Hold
74
– – 0.01% 118
2024
Q4 		$17.7K Buy
+74
New +$17.2K 0.01% 124

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keystone Financial Group (Georgia)'s JPM Position: Q2 2025 in Review

Keystone Financial Group (Georgia) sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 74 shares — an estimated $18.4K sold.

Keystone Financial Group (Georgia) first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $18.4K in Q1 2025. 4,743 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Keystone Financial Group (Georgia) reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 74 JPMorgan Chase shares in Q2 2025, an estimated $18.4K.
  • Keystone Financial Group (Georgia) first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
  • Keystone Financial Group (Georgia)'s JPMorgan Chase position peaked at $18.4K in Q1 2025.
  • 4,743 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2025, filed 21 Jul 2025.