Keystone Financial Services (Colorado)’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 | $2.51M | Buy |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $980K | Buy |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $800K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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