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

Kiely Wealth Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$590K	Hold	2,179	–	–	0.38%	19
2024 Q3	$522K	Hold	2,179	–	–	0.33%	20
2024 Q2	$445K	Buy	2,179 +116	+6%	+$22.7K	0.25%	20
2024 Q1	$400K	Hold	2,063	–	–	0.23%	21
2023 Q4	$356K	Buy	+2,063	New	+$313K	0.21%	24

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kiely Wealth Advisory Group's JPM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its JPMorgan Chase (JPM) position steady in Q4 2024 at 2,179 shares worth $590K. The position accounts for 0.38% of the portfolio, ranked #19.

Kiely Wealth Advisory Group first reported a position in JPM in Q4 2023 and has held it in 5 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Kiely Wealth Advisory Group held 2,179 shares of JPMorgan Chase worth $590K as of Q4 2024.
Kiely Wealth Advisory Group left its JPMorgan Chase share count unchanged in Q4 2024.
JPMorgan Chase made up 0.38% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #19 holding.
Kiely Wealth Advisory Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 5 quarters since.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.