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Keystone Financial Services (Colorado)’s JPMorgan Chase JPM Stock Holding History

Keystone Financial Services (Colorado)’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
2026
Q2 		$2.92M Buy
8,929
+80
+0.9% +$24.8K 0.75% 22
2026
Q1 		$2.6M Buy
8,849
+33
+0.4% +$10K 0.76% 22
2025
Q4 		$2.84M Sell
8,816
-104
-1% -$32.2K 0.86% 22
2025
Q3 		$2.81M Buy
8,920
+265
+3% +$78.8K 0.87% 21
2025
Q2 		$2.51M Buy
8,655
+129
+2% +$32.9K 0.85% 21
2025
Q1 		$2.09M Buy
8,526
+14
+0.2% +$3.57K 0.8% 20
2024
Q4 		$2.04M Buy
8,512
+121
+1% +$28.2K 0.78% 18
2024
Q3 		$1.77M Buy
8,391
+393
+5% +$82.8K 0.69% 19
2024
Q2 		$1.62M Buy
7,998
+334
+4% +$65.3K 0.67% 20
2024
Q1 		$1.54M Sell
7,664
-37
-0.5% -$6.68K 0.67% 19
2023
Q4 		$1.31M Sell
7,701
-204
-3% -$30.9K 0.62% 23
2023
Q3 		$1.15M Sell
7,905
-45
-0.6% -$6.75K 0.61% 22
2023
Q2 		$1.16M Buy
7,950
+7
+0.1% +$963 0.59% 19
2023
Q1 		$1.04M Buy
7,943
+33
+0.4% +$4.52K 0.55% 18
2022
Q4 		$1.11M Buy
7,910
+44
+0.6% +$5.58K 0.6% 19
2022
Q3 		$980K Buy
7,866
+802
+11% +$92K 0.57% 21
2022
Q2 		$794K Buy
7,064
+493
+8% +$61.1K 0.43% 24
2022
Q1 		$800K Sell
6,571
-35
-0.5% -$5.17K 0.46% 24
2021
Q4 		$1.05M Buy
+6,606
New +$1.08M 0.54% 22

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Keystone Financial Services (Colorado)'s JPM Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its JPMorgan Chase (JPM) stake by 0.9% in Q2 2026, buying an estimated $24.8K and bringing the position to 8,929 shares worth $2.92M. The position accounts for 0.75% of the portfolio, ranked #22.

Keystone Financial Services (Colorado) first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Keystone Financial Services (Colorado) held 8,929 shares of JPMorgan Chase worth $2.92M as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 80 JPMorgan Chase shares in Q2 2026, an estimated $24.8K.
  • JPMorgan Chase made up 0.75% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #22 holding.
  • Keystone Financial Services (Colorado) first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.