KJWM
Kiley Juergens Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
14,477
+75
| +0.5% | +$21.7K | 0.97% | 24 |
|
|
2025
Q1 | $3.53M | Buy |
14,402
+264
| +2% | +$64.8K | 0.94% | 26 |
|
|
2024
Q4 | $3.39M | Sell |
14,138
-60
| -0.4% | -$14.4K | 0.85% | 26 |
|
|
2024
Q3 | $2.99M | Sell |
14,198
-144
| -1% | -$30.4K | 0.78% | 29 |
|
|
2024
Q2 | $2.9M | Buy |
14,342
+513
| +4% | +$104K | 0.81% | 30 |
|
|
2024
Q1 | $2.77M | Buy |
13,829
+662
| +5% | +$133K | 0.86% | 28 |
|
|
2023
Q4 | $2.24M | Sell |
13,167
-183
| -1% | -$31.1K | 0.75% | 30 |
|
|
2023
Q3 | $1.94M | Sell |
13,350
-293
| -2% | -$42.5K | 0.7% | 31 |
|
|
2023
Q2 | $1.98M | Buy |
13,643
+97
| +0.7% | +$14.1K | 0.68% | 32 |
|
|
2023
Q1 | $1.77M | Buy |
13,546
+351
| +3% | +$45.7K | 0.66% | 32 |
|
|
2022
Q4 | $1.77M | Sell |
13,195
-36
| -0.3% | -$4.83K | 0.74% | 31 |
|
|
2022
Q3 | $1.38M | Buy |
13,231
+1,012
| +8% | +$106K | 0.65% | 33 |
|
|
2022
Q2 | $1.38M | Buy |
+12,219
| New | +$1.38M | 0.65% | 33 |
|
|
2022
Q1 | – | Sell |
-10,383
| Closed | -$1.64M | – | 62 |
|
|
2021
Q4 | $1.64M | Buy |
+10,383
| New | +$1.64M | 0.62% | 31 |
|
|
2020
Q2 | – | Sell |
-11,451
| Closed | -$1.03M | – | 49 |
|
|
2020
Q1 | $1.03M | Sell |
11,451
-218
| -2% | -$19.6K | 1.06% | 22 |
|
|
2019
Q4 | $1.63M | Buy |
11,669
+548
| +5% | +$76.4K | 1.43% | 19 |
|
|
2019
Q3 | $1.31M | Buy |
11,121
+280
| +3% | +$32.9K | 1.43% | 19 |
|
|
2019
Q2 | $1.21M | Buy |
10,841
+6
| +0.1% | +$671 | 1.36% | 20 |
|
|
2019
Q1 | $1.1M | Buy |
10,835
+795
| +8% | +$80.4K | 1.37% | 20 |
|
|
2018
Q4 | $980K | Buy |
10,040
+4,635
| +86% | +$452K | 1.37% | 19 |
|
|
2018
Q3 | $609K | Buy |
5,405
+824
| +18% | +$92.8K | 0.45% | 46 |
|
|
2018
Q2 | $477K | Buy |
4,581
+1,417
| +45% | +$148K | 0.43% | 49 |
|
|
2018
Q1 | $347K | Buy |
3,164
+1,372
| +77% | +$150K | 0.38% | 56 |
|
|
2017
Q4 | $191K | Buy |
+1,792
| New | +$191K | 0.17% | 82 |
|