Keystone Financial Planning’s JPMorgan Chase JPM Stock Holding History

Keystone Financial Planning’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
2024 Q4	–	Sell	-1,268	Closed	-$267K	–	47
2024 Q3	$267K	Sell	1,268 -97	-7%	-$20.4K	0.08%	45
2024 Q2	$276K	Hold	1,365	–	–	0.09%	46
2024 Q1	$273K	Sell	1,365 -1	-0.1%	-$180	0.09%	48
2023 Q4	$232K	Sell	1,366 -47	-3%	-$7.12K	0.08%	49
2023 Q3	$205K	Hold	1,413	–	–	0.07%	48
2023 Q2	$206K	Buy	+1,413	New	+$194K	0.07%	47
2022 Q4	–	Sell	-66,907	Closed	-$6.99M	–	46
2022 Q3	$6.99M	Buy	66,907 +63,181	+1,696%	+$7.25M	2.69%	10
2022 Q2	$420K	Buy	+3,726	New	+$462K	0.15%	42
2022 Q1	–	Sell	-1,413	Closed	-$224K	–	48
2021 Q4	$224K	Hold	1,413	–	–	0.08%	46
2021 Q3	$231K	Hold	1,413	–	–	0.08%	45
2021 Q2	$220K	Sell	1,413 -93	-6%	-$14.6K	0.08%	46
2021 Q1	$229K	Sell	1,506 -748	-33%	-$108K	0.09%	42
2020 Q4	$286K	Sell	2,254 -9,211	-80%	-$1.03M	0.12%	43
2020 Q3	$1.1M	Buy	11,465 +854	+8%	+$83.9K	0.53%	30
2020 Q2	$998K	Buy	+10,611	New	+$1.01M	0.49%	37

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Keystone Financial Planning's JPM Position: Q4 2024 in Review

Keystone Financial Planning sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 1,268 shares — an estimated $267K sold.

Keystone Financial Planning first reported a position in JPM in Q2 2020 and held it in 15 quarters. The position peaked at $6.99M in Q3 2022. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Keystone Financial Planning reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
Keystone Financial Planning sold 1,268 JPMorgan Chase shares in Q4 2024, an estimated $267K.
Keystone Financial Planning first reported a position in JPMorgan Chase in Q2 2020 and held it in 15 quarters.
Keystone Financial Planning's JPMorgan Chase position peaked at $6.99M in Q3 2022.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Keystone Financial Planning's 13F filing for Q4 2024, filed 13 Jan 2025.