A detailed history of Keystone Wealth Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 6,463 shares of JPM stock, worth $1.61 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
6,463
Previous 5,309 21.74%
Holding current value
$1.61 Million
Previous $1.07 Million 26.93%
% of portfolio
0.41%
Previous 0.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$194.9 - $224.8 $224,914 - $259,419
1,154 Added 21.74%
6,463 $1.36 Million
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $183,321 - $208,476
1,018 Added 23.72%
5,309 $1.07 Million
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $2,005 - $2,403
12 Added 0.28%
4,291 $859,000
Q4 2023

Jan 17, 2024

SELL
$135.69 - $170.3 $10,583 - $13,283
-78 Reduced 1.79%
4,279 $727,000
Q3 2023

Oct 05, 2023

BUY
$143.21 - $158.0 $32,651 - $36,024
228 Added 5.52%
4,357 $631,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $8,540 - $9,744
67 Added 1.65%
4,129 $600,000
Q1 2023

Apr 07, 2023

BUY
$124.91 - $143.8 $15,738 - $18,118
126 Added 3.2%
4,062 $529,000
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $87,277 - $117,991
-856 Reduced 17.86%
3,936 $527,000
Q3 2022

Oct 31, 2022

BUY
$20.73 - $120.58 $10,427 - $60,651
503 Added 11.73%
4,792 $501,000
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $8,333 - $10,057
74 Added 1.76%
4,289 $483,000
Q1 2022

Apr 21, 2022

SELL
$128.3 - $168.44 $9,237 - $12,127
-72 Reduced 1.68%
4,215 $575,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $659,940 - $736,420
4,287 New
4,287 $679,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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