Keystone Wealth Services’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.4M	Sell	8,167 -1,572	-16%	-$477K	0.51%	49
2025 Q4	$3.14M	Buy	9,739 +277	+3%	+$85.8K	0.66%	37
2025 Q3	$2.98M	Buy	9,462 +433	+5%	+$129K	0.65%	37
2025 Q2	$2.62M	Buy	9,029 +1,463	+19%	+$373K	0.63%	34
2025 Q1	$1.86M	Buy	7,566 +772	+11%	+$197K	0.5%	43
2024 Q4	$1.63M	Buy	6,794 +331	+5%	+$77.1K	0.43%	53
2024 Q3	$1.36M	Buy	6,463 +1,154	+22%	+$243K	0.38%	66
2024 Q2	$1.07M	Buy	5,309 +1,018	+24%	+$199K	0.33%	73
2024 Q1	$859K	Buy	4,291 +12	+0.3%	+$2.17K	0.28%	92
2023 Q4	$728K	Sell	4,279 -78	-2%	-$11.8K	0.25%	91
2023 Q3	$632K	Buy	4,357 +228	+6%	+$34.2K	0.24%	95
2023 Q2	$601K	Buy	4,129 +67	+2%	+$9.21K	0.22%	101
2023 Q1	$529K	Buy	4,062 +126	+3%	+$17.3K	0.22%	106
2022 Q4	$528K	Sell	3,936 -856	-18%	-$108K	0.23%	97
2022 Q3	$501K	Buy	4,792 +503	+12%	+$57.7K	0.24%	83
2022 Q2	$483K	Buy	4,289 +74	+2%	+$9.17K	0.22%	93
2022 Q1	$575K	Sell	4,215 -72	-2%	-$10.6K	0.23%	92
2021 Q4	$679K	Buy	+4,287	New	+$704K	0.28%	77