Keystone Financial Services (Colorado)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
8,655
+129
| +2% | +$37.4K | 0.85% | 21 |
|
|
2025
Q1 | $2.09M | Buy |
8,526
+14
| +0.2% | +$3.43K | 0.8% | 20 |
|
|
2024
Q4 | $2.04M | Buy |
8,512
+121
| +1% | +$29K | 0.78% | 18 |
|
|
2024
Q3 | $1.77M | Buy |
8,391
+393
| +5% | +$82.9K | 0.69% | 19 |
|
|
2024
Q2 | $1.62M | Buy |
7,998
+334
| +4% | +$67.6K | 0.67% | 20 |
|
|
2024
Q1 | $1.54M | Sell |
7,664
-37
| -0.5% | -$7.41K | 0.67% | 19 |
|
|
2023
Q4 | $1.31M | Sell |
7,701
-204
| -3% | -$34.7K | 0.62% | 23 |
|
|
2023
Q3 | $1.15M | Sell |
7,905
-45
| -0.6% | -$6.53K | 0.61% | 22 |
|
|
2023
Q2 | $1.16M | Buy |
7,950
+7
| +0.1% | +$1.02K | 0.59% | 19 |
|
|
2023
Q1 | $1.04M | Buy |
7,943
+33
| +0.4% | +$4.3K | 0.55% | 18 |
|
|
2022
Q4 | $1.11M | Buy |
7,910
+44
| +0.6% | +$6.16K | 0.6% | 19 |
|
|
2022
Q3 | $980K | Buy |
7,866
+802
| +11% | +$99.9K | 0.57% | 21 |
|
|
2022
Q2 | $794K | Buy |
7,064
+493
| +8% | +$55.4K | 0.43% | 24 |
|
|
2022
Q1 | $800K | Sell |
6,571
-35
| -0.5% | -$4.26K | 0.46% | 24 |
|
|
2021
Q4 | $1.05M | Buy |
+6,606
| New | +$1.05M | 0.54% | 22 |
|