KJWM
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Kiley Juergens Wealth Management’s JPMorgan Chase JPM Stock Holding History

Kiley Juergens Wealth Management’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
2026
Q1 		$4.14M Sell
14,074
-218
-2% -$66.2K 0.73% 28
2025
Q4 		$4.61M Buy
14,292
+98
+0.7% +$30.3K 0.99% 22
2025
Q3 		$4.48M Sell
14,194
-283
-2% -$84.2K 0.99% 21
2025
Q2 		$4.2M Buy
14,477
+75
+0.5% +$19.1K 0.97% 24
2025
Q1 		$3.53M Buy
14,402
+264
+2% +$67.3K 0.94% 26
2024
Q4 		$3.39M Sell
14,138
-60
-0.4% -$14K 0.85% 26
2024
Q3 		$2.99M Sell
14,198
-144
-1% -$30.3K 0.78% 29
2024
Q2 		$2.9M Buy
14,342
+513
+4% +$100K 0.81% 30
2024
Q1 		$2.77M Buy
13,829
+662
+5% +$119K 0.86% 28
2023
Q4 		$2.24M Sell
13,167
-183
-1% -$27.7K 0.75% 30
2023
Q3 		$1.94M Sell
13,350
-293
-2% -$43.9K 0.7% 31
2023
Q2 		$1.98M Buy
13,643
+97
+0.7% +$13.3K 0.68% 32
2023
Q1 		$1.77M Buy
13,546
+351
+3% +$48.1K 0.66% 32
2022
Q4 		$1.77M Sell
13,195
-36
-0.3% -$4.56K 0.74% 31
2022
Q3 		$1.38M Buy
13,231
+1,012
+8% +$116K 0.65% 33
2022
Q2 		$1.38M Buy
+12,219
New +$1.51M 0.65% 33
2022
Q1 		– Sell
-10,383
Closed -$1.64M – 62
2021
Q4 		$1.64M Buy
+10,383
New +$1.71M 0.62% 31
2020
Q2 		– Sell
-11,451
Closed -$1.03M – 49
2020
Q1 		$1.03M Sell
11,451
-218
-2% -$26.5K 1.06% 22
2019
Q4 		$1.63M Buy
11,669
+548
+5% +$70.3K 1.43% 19
2019
Q3 		$1.31M Buy
11,121
+280
+3% +$31.7K 1.43% 19
2019
Q2 		$1.21M Buy
10,841
+6
+0.1% +$662 1.36% 20
2019
Q1 		$1.1M Buy
10,835
+795
+8% +$81.9K 1.37% 20
2018
Q4 		$980K Buy
10,040
+4,635
+86% +$494K 1.37% 19
2018
Q3 		$609K Buy
5,405
+824
+18% +$93.5K 0.45% 46
2018
Q2 		$477K Buy
4,581
+1,417
+45% +$155K 0.43% 49
2018
Q1 		$347K Buy
3,164
+1,372
+77% +$155K 0.38% 56
2017
Q4 		$191K Buy
+1,792
New +$181K 0.17% 82

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kiley Juergens Wealth Management's JPM Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, selling an estimated $66.2K and leaving 14,074 shares worth $4.14M. The position accounts for 0.73% of the portfolio, ranked #28.

Kiley Juergens Wealth Management first reported a position in JPM in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.61M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Kiley Juergens Wealth Management held 14,074 shares of JPMorgan Chase worth $4.14M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 218 JPMorgan Chase shares in Q1 2026, an estimated $66.2K.
  • JPMorgan Chase made up 0.73% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Kiley Juergens Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 27 quarters since.
  • Kiley Juergens Wealth Management's JPMorgan Chase position peaked at $4.61M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.