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Disclosery

Keystone Financial Group: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Financial Group on JPM, newest first. How the timeline and the estimate are built.

Keystone Financial Group held 60,800 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,800 shares
    Change vs previous 13F +280 shares

    1.18% of the 13F portfolio, value $19,901,665.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,520 shares
    Change vs previous 13F +1,570 shares

    1.27% of the 13F portfolio, value $18,571,215.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,950 shares
    Change vs previous 13F -4,054 shares

    1.41% of the 13F portfolio, value $18,994,952.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 63,004 shares
    Change vs previous 13F +8,719 shares

    1.52% of the 13F portfolio, value $19,919,057.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 54,285 shares
    Change vs previous 13F +1,342 shares

    1.42% of the 13F portfolio, value $15,732,429.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 52,943 shares
    Change vs previous 13F +171 shares

    1.37% of the 13F portfolio, value $13,435,690.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 52,772 shares
    Change vs previous 13F +30,699 shares

    1.35% of the 13F portfolio, value $13,735,163.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 22,073 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,654,268.

    13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).