Keystone Financial Services, LLC J P Morgan Diversified Return Transaction History

Keystone Financial Services, LLC

  • $132 Billion
  • Q2 2025

A detailed history of Keystone Financial Services, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Keystone Financial Services, LLC holds 150,714 shares of JPSE stock, worth $7 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares
150,714
Previous 143,175 5.27%
Holding current value
$7 Million
Previous $6.24 Billion 9.85%
% of portfolio
5.21%
Previous 5.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$38.2 - $45.49 $287,989 - $342,949
7,539 Added 5.27%
150,714 $6.86 Billion
Q1 2025

Apr 25, 2025
BUY
$42.78 - $48.51 $793,654 - $899,957
18,552 Added 14.89%
143,175 $6.24 Billion
Q4 2024

Mar 14, 2025
BUY
$46.77 - $51.7 $5.83 Million - $6.44 Million
124,623 New
124,623 $5.83 Billion

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.32M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
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