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JPMorgan Chase & Co. shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $356k 2.1k 172.42

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Floatng Rat Trea (USFR)
Ishares Treasury Floating Rate B Etf TRS FLT RT BD (TFLO)
Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Vanguard Russell 2000 Etf Iv Vng Rus2000idx (VTWO)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)
Amazon (AMZN)
Berkshire Hathaway Class B Cl B New (BRK.B)
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Vanguard Russell 2000 Value Etf Vng Rus2000val (VTWV)
AutoZone (AZO)

View all positions for Kiely Wealth Advisory Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.