Ownership history in Keystone Financial Services · 17 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 8,816 | -104 | -1.2% | 0.86% | $2.8M | $320.77 |
| 2025 Q3 | ADDED | 8,920 | +265 | +3.1% | 0.87% | $2.8M | $312.49 |
| 2025 Q2 | ADDED | 8,655 | +129 | +1.5% | 0.85% | $2.5M | $285.83 |
| 2025 Q1 | ADDED | 8,526 | +14 | +0.2% | 0.80% | $2.1M | $240.37 |
| 2024 Q4 | ADDED | 8,512 | +121 | +1.4% | 0.78% | $2.0M | $233.69 |
| 2024 Q3 | ADDED | 8,391 | +393 | +4.9% | 0.69% | $1.8M | $204.31 |
| 2024 Q2 | ADDED | 7,998 | +334 | +4.4% | 0.67% | $1.6M | $194.90 |
| 2024 Q1 | REDUCED | 7,664 | -37 | -0.5% | 0.67% | $1.5M | $191.89 |
| 2023 Q4 | REDUCED | 7,701 | -204 | -2.6% | 0.62% | $1.3M | $161.96 |
| 2023 Q3 | REDUCED | 7,905 | -45 | -0.6% | 0.61% | $1.1M | $137.07 |
As of 2025 Q4 — sorted by position size