Keystone Financial Group (Kentucky)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
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|
2025
Q1 | $13.4M | Buy |
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|
2024
Q4 | $13.7M | Buy |
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|
2024
Q3 | $4.65M | Sell |
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|
2024
Q2 | $4.48M | Buy |
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|
2024
Q1 | $4.18M | Buy |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $2.69M | Buy |
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|
2023
Q2 | $2.56M | Buy |
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|
2022
Q4 | $2.42M | Sell |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $2.08M | Buy |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $2.45M | Sell |
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|
2021
Q3 | $2.97M | Sell |
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|
2021
Q2 | $2.94M | Sell |
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|
2021
Q1 | $2.99M | Sell |
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|
2020
Q4 | $2.62M | Sell |
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|
2020
Q3 | $2.01M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q4 | $2.45M | Buy |
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|
2019
Q3 | $2.05M | Sell |
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|
2019
Q2 | $1.97M | Buy |
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|
2019
Q1 | $1.75M | Buy |
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|
2018
Q4 | $1.61M | Buy |
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|
2018
Q3 | $1.82M | Buy |
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|
2018
Q2 | $1.64M | Buy |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.42M | Buy |
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