Keystone Financial Services

Position in JPM — Jpmorgan Chase & Co

CIK 1865158 LOVELAND, CO

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,922,728

+$319,708 QoQ

Shares Held

8,929

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.61%

of 13F equity value

Holder Rank

#2,596

of 5,058 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Services holds $6,214,282 across 4 Banks - Diversified names. JPM ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,929	$2,922,728
2	BNY	Bank of New York Mellon Corp	10,462	$1,512,908
3	WFC	Wells Fargo & Company/Mn	18,117	$1,497,187
4	C	Citigroup Inc	2,011	$281,459

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,922,728	8,929	+0.9%	Shares	Sole	2026-08-06
2026-03-31	$2,603,020	8,849	+0.4%	Shares	Sole	2026-05-06
2025-12-31	$2,840,690	8,816	-1.2%	Shares	Sole	2026-02-12
2025-09-30	$2,813,633	8,920	+3.1%	Shares	Sole	2025-11-13
2025-06-30	$2,509,169	8,655	+1.5%	Shares	Sole	2025-08-07
2025-03-31	$2,091,427	8,526	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$2,040,410	8,512	+1.4%	Shares	Sole	2025-01-31
2024-09-30	$1,769,325	8,391	+4.9%	Shares	Sole	2024-11-05
2024-06-30	$1,617,674	7,998	+4.4%	Shares	Sole	2024-07-23
2024-03-31	$1,535,098	7,664	-0.5%	Shares	Sole	2024-06-13
2023-12-31	$1,309,939	7,701	-2.6%	Shares	Sole	2024-01-29
2023-09-30	$1,146,382	7,905	-0.6%	Shares	Sole	2023-11-08
2023-06-30	$1,156,246	7,950	+0.1%	Shares	Sole	2023-08-02
2023-03-31	$1,035,050	7,943	+0.4%	Shares	Sole	2023-04-28
2022-12-31	$1,060,730	7,910	+0.6%	Shares	Sole	2023-02-01
2022-09-30	$821,996	7,866	+11.4%	Shares	Sole	2022-10-28
2022-06-30	$795,475	7,064	+7.5%	Shares	Sole	2022-08-03
2022-03-31	$895,757	6,571	-0.5%	Shares	Sole	2022-05-10
2021-12-31	$1,046,058	6,606	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.