JPMorgan Chase & Co. shares owned by Keystone Financial Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Keystone Financial Planning
from 13F filings
Historical chart of Keystone Financial Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Keystone Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $273k | 1.4k | 200.30 |
| 2023-12-31 | $232k | 1.4k | 170.10 |
| 2023-09-30 | $205k | 1.4k | 145.02 |
| 2023-06-30 | $206k | 1.4k | 145.44 |
| 2022-09-30 | $7.0M | 67k | 104.50 |
| 2022-06-30 | $420k | 3.7k | 112.72 |
| 2021-12-31 | $224k | 1.4k | 158.53 |
| 2021-09-30 | $231k | 1.4k | 163.48 |
| 2021-06-30 | $220k | 1.4k | 155.70 |
| 2021-03-31 | $229k | 1.5k | 152.06 |
| 2020-12-31 | $286k | 2.3k | 126.89 |
| 2020-09-30 | $1.1M | 12k | 96.29 |
| 2020-06-30 | $998k | 11k | 94.05 |
More positions owned by Keystone Financial Planning
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