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
Q2 		$4.56M Sell
13,923
-151
-1% -$46.9K 0.71% 30
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kiley Juergens Wealth Management's JPM Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $46.9K and leaving 13,923 shares worth $4.56M. The position accounts for 0.71% of the portfolio, ranked #30.

Kiley Juergens Wealth Management first reported a position in JPM in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.61M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Kiley Juergens Wealth Management held 13,923 shares of JPMorgan Chase worth $4.56M as of Q2 2026.
  • Kiley Juergens Wealth Management sold 151 JPMorgan Chase shares in Q2 2026, an estimated $46.9K.
  • JPMorgan Chase made up 0.71% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Kiley Juergens Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 28 quarters since.
  • Kiley Juergens Wealth Management's JPMorgan Chase position peaked at $4.61M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.