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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
2024-12-31 $591k 2.2k 270.99
2024-09-30 $522k 2.2k 239.68
2024-06-30 $446k 2.2k 204.44
2024-03-31 $400k 2.1k 193.85
2023-12-31 $356k 2.1k 172.42

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Bondetf Etf (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.