KWS
JPM icon

Keystone Wealth Services’s JPMorgan Chase JPM Stock Holding History

Keystone Wealth Services’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 		$2.76M Buy
8,437
+270
+3% +$83.8K 0.51% 49
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

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 Wealth Services's JPM Position: Q2 2026 in Review

Keystone Wealth Services increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $83.8K and bringing the position to 8,437 shares worth $2.76M. The position accounts for 0.51% of the portfolio, ranked #49.

Keystone Wealth Services first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.14M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Keystone Wealth Services held 8,437 shares of JPMorgan Chase worth $2.76M as of Q2 2026.
  • Keystone Wealth Services bought 270 JPMorgan Chase shares in Q2 2026, an estimated $83.8K.
  • JPMorgan Chase made up 0.51% of Keystone Wealth Services's portfolio in Q2 2026, its #49 holding.
  • Keystone Wealth Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's JPMorgan Chase position peaked at $3.14M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.