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

Keystone Financial Services, LLC

$143 Billion
Q3 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 153,875 shares of JPSE stock, worth $7.54 Million. This represents 5.36% of its overall portfolio holdings.

Number of Shares

153,875

Previous 150,714 2.1%

Holding current value

$7.54 Million

Previous $6.86 Billion 11.8%

% of portfolio

5.36%

Previous 5.21%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$45.04 - $50.93 $142,371 - $160,989	3,161 Added 2.1%	153,875 $7.66 Billion
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

9.05M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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