KFGK
Keystone Financial Group (Kentucky)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
54,285
+1,342
| +3% | +$389K | 1.42% | 17 |
|
|
2025
Q1 | $13.4M | Buy |
52,943
+171
| +0.3% | +$43.4K | 1.37% | 17 |
|
|
2024
Q4 | $13.7M | Buy |
52,772
+30,699
| +139% | +$7.99M | 1.35% | 18 |
|
|
2024
Q3 | $4.65M | Sell |
22,073
-65
| -0.3% | -$13.7K | 0.6% | 33 |
|
|
2024
Q2 | $4.48M | Buy |
22,138
+1,265
| +6% | +$256K | 1.6% | 15 |
|
|
2024
Q1 | $4.18M | Buy |
20,873
+2,059
| +11% | +$412K | 0.61% | 30 |
|
|
2023
Q4 | $3.2M | Buy |
18,814
+263
| +1% | +$44.7K | 0.56% | 39 |
|
|
2023
Q3 | $2.69M | Buy |
18,551
+976
| +6% | +$142K | 0.45% | 50 |
|
|
2023
Q2 | $2.56M | Buy |
+17,575
| New | +$2.56M | 0.43% | 52 |
|
|
2022
Q4 | $2.42M | Sell |
18,050
-2,174
| -11% | -$292K | 0.48% | 46 |
|
|
2022
Q3 | $2.11M | Buy |
20,224
+1,787
| +10% | +$187K | 0.43% | 52 |
|
|
2022
Q2 | $2.08M | Buy |
18,437
+1,098
| +6% | +$124K | 0.41% | 57 |
|
|
2022
Q1 | $2.36M | Buy |
17,339
+1,864
| +12% | +$254K | 0.4% | 55 |
|
|
2021
Q4 | $2.45M | Sell |
15,475
-2,656
| -15% | -$420K | 0.4% | 57 |
|
|
2021
Q3 | $2.97M | Sell |
18,131
-803
| -4% | -$131K | 0.54% | 40 |
|
|
2021
Q2 | $2.95M | Sell |
18,934
-717
| -4% | -$112K | 0.53% | 40 |
|
|
2021
Q1 | $2.99M | Sell |
19,651
-970
| -5% | -$148K | 0.58% | 42 |
|
|
2020
Q4 | $2.62M | Sell |
20,621
-236
| -1% | -$30K | 0.54% | 44 |
|
|
2020
Q3 | $2.01M | Buy |
20,857
+1,032
| +5% | +$99.4K | 0.49% | 49 |
|
|
2020
Q2 | $1.87M | Buy |
19,825
+1,350
| +7% | +$127K | 0.51% | 48 |
|
|
2020
Q1 | $1.66M | Buy |
18,475
+904
| +5% | +$81.4K | 0.55% | 47 |
|
|
2019
Q4 | $2.45M | Buy |
17,571
+146
| +0.8% | +$20.3K | 0.66% | 41 |
|
|
2019
Q3 | $2.05M | Sell |
17,425
-186
| -1% | -$21.9K | 0.63% | 42 |
|
|
2019
Q2 | $1.97M | Buy |
17,611
+337
| +2% | +$37.7K | 0.64% | 42 |
|
|
2019
Q1 | $1.75M | Buy |
17,274
+761
| +5% | +$77.1K | 0.62% | 44 |
|
|
2018
Q4 | $1.61M | Buy |
16,513
+436
| +3% | +$42.6K | 0.73% | 38 |
|
|
2018
Q3 | $1.83M | Buy |
16,077
+489
| +3% | +$55.5K | 0.75% | 40 |
|
|
2018
Q2 | $1.64M | Buy |
15,588
+1,454
| +10% | +$153K | 0.91% | 35 |
|
|
2018
Q1 | $1.52M | Buy |
14,134
+1,095
| +8% | +$118K | 0.85% | 32 |
|
|
2017
Q4 | $1.42M | Buy |
+13,039
| New | +$1.42M | 0.88% | 28 |
|