Keystone Wealth Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
9,029
+1,463
| +19% | +$424K | 0.63% | 34 |
|
|
2025
Q1 | $1.86M | Buy |
7,566
+772
| +11% | +$189K | 0.5% | 43 |
|
|
2024
Q4 | $1.63M | Buy |
6,794
+331
| +5% | +$79.3K | 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% | +$206K | 0.33% | 73 |
|
|
2024
Q1 | $859K | Buy |
4,291
+12
| +0.3% | +$2.4K | 0.28% | 92 |
|
|
2023
Q4 | $728K | Sell |
4,279
-78
| -2% | -$13.3K | 0.25% | 91 |
|
|
2023
Q3 | $632K | Buy |
4,357
+228
| +6% | +$33.1K | 0.24% | 95 |
|
|
2023
Q2 | $601K | Buy |
4,129
+67
| +2% | +$9.75K | 0.22% | 101 |
|
|
2023
Q1 | $529K | Buy |
4,062
+126
| +3% | +$16.4K | 0.22% | 106 |
|
|
2022
Q4 | $528K | Sell |
3,936
-856
| -18% | -$115K | 0.23% | 97 |
|
|
2022
Q3 | $501K | Buy |
4,792
+503
| +12% | +$52.6K | 0.24% | 83 |
|
|
2022
Q2 | $483K | Buy |
4,289
+74
| +2% | +$8.33K | 0.22% | 93 |
|
|
2022
Q1 | $575K | Sell |
4,215
-72
| -2% | -$9.82K | 0.23% | 92 |
|
|
2021
Q4 | $679K | Buy |
+4,287
| New | +$679K | 0.28% | 77 |
|