Kiely Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$590K Hold
2024
Q3
$522K Hold
2024
Q2
$445K Buy
2024
Q1
$400K Hold
2023
Q4
$356K Buy