Keystone Financial Services, LLC JPSE Holdings History
Keystone Financial Services, LLC's JPMorgan Diversified Return U.S. Small Cap Equity ETF Holding Summary
As of 2025-03-31, Keystone Financial Services, LLC held 143,175.00 shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE), totaling $6.24 Mil. This investment constitutes 5.28% of their stock portfolio, and Keystone Financial Services, LLC now holds 1.41% of the outstanding JPMorgan Diversified Return U.S. Small Cap Equity ETF(JPSE) stock.
The initial trade took place in 2024Q4. And since then Keystone Financial Services, LLC has made 1 purchases of JPSE, at an average price of $48.45, for a total of 143,175.00 shares. Based on historical transaction data and JPSE's current price of $46.52, Keystone Financial Services, LLC's estimated gain on his JPSE holdings is $-276,747.93, reflecting a -3.99% gain to date.
Keystone Financial Services, LLC JPSE ($46.52) Holding Chart
Keystone Financial Services, LLC JPSE ($46.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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