JPMorgan Chase & Co. shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 9.5k | 315.43 |
| 2025-06-30 | $2.6M | 9.0k | 289.90 |
| 2025-03-31 | $1.9M | 7.6k | 245.30 |
| 2024-12-31 | $1.6M | 6.8k | 239.71 |
| 2024-09-30 | $1.4M | 6.5k | 210.87 |
| 2024-06-30 | $1.1M | 5.3k | 202.26 |
| 2024-03-31 | $860k | 4.3k | 200.30 |
| 2023-12-31 | $728k | 4.3k | 170.09 |
| 2023-09-30 | $632k | 4.4k | 145.01 |
| 2023-06-30 | $601k | 4.1k | 145.45 |
| 2023-03-31 | $529k | 4.1k | 130.30 |
| 2022-12-31 | $528k | 3.9k | 134.11 |
| 2022-09-30 | $501k | 4.8k | 104.55 |
| 2022-06-30 | $483k | 4.3k | 112.61 |
| 2022-03-31 | $575k | 4.2k | 136.42 |
| 2021-12-31 | $679k | 4.3k | 158.39 |