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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keystone Financial Services (Colorado)'s JPM Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its JPMorgan Chase (JPM) stake by 0.37% in Q1 2026, buying an estimated $10K and bringing the position to 8,849 shares worth $2.6M. The position accounts for 0.76% of the portfolio, ranked #22.

Keystone Financial Services (Colorado) first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.84M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Keystone Financial Services (Colorado) held 8,849 shares of JPMorgan Chase worth $2.6M as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 33 JPMorgan Chase shares in Q1 2026, an estimated $10K.
  • JPMorgan Chase made up 0.76% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #22 holding.
  • Keystone Financial Services (Colorado) first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s JPMorgan Chase position peaked at $2.84M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.