KWAG
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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 Shares
Change % 		Capital Flow 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% +$23.7K 0.25% 20
2024
Q1 		$400K Hold
2,063
– – 0.23% 21
2023
Q4 		$356K Buy
+2,063
New +$356K 0.21% 24