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Disclosery

Keystone Wealth Services, LLC: JPM position timeline

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

Keystone Wealth Services, LLC held 8,437 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,437 shares
    Change vs previous 13F +270 shares

    0.51% of the 13F portfolio, value $2,761,662.

    13F-HR 0001866189-26-000005 filed by Keystone Wealth Services, LLC
    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 8,167 shares
    Change vs previous 13F -1,572 shares

    0.51% of the 13F portfolio, value $2,402,371.

    13F-HR 0001866189-26-000003 filed by Keystone Wealth Services, LLC
    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 9,739 shares
    Change vs previous 13F +277 shares

    0.66% of the 13F portfolio, value $3,137,963.

    13F-HR 0001866189-26-000002 filed by Keystone Wealth Services, LLC
    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 9,462 shares
    Change vs previous 13F +433 shares

    0.65% of the 13F portfolio, value $2,984,612.

    13F-HR 0001866189-25-000003 filed by Keystone Wealth Services, LLC
    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 9,029 shares
    Change vs previous 13F +1,463 shares

    0.63% of the 13F portfolio, value $2,617,524.

    13F-HR 0001085146-25-003626 filed by Keystone Wealth Services, LLC
    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 7,566 shares
    Change vs previous 13F +772 shares

    0.5% of the 13F portfolio, value $1,855,916.

    13F-HR 0001085146-25-002147 filed by Keystone Wealth Services, LLC
    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 6,794 shares
    Change vs previous 13F +331 shares

    0.43% of the 13F portfolio, value $1,628,575.

    13F-HR 0001085146-25-000846 filed by Keystone Wealth Services, LLC
    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 6,463 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,362,840.

    13F-HR 0001085146-24-004913 filed by Keystone Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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