Kiley Juergens Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Kiley Juergens Wealth Management, LLC

$372 Million
Q3 2024

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 14,198 shares of JPM stock, worth $3.55 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

14,198

Previous 14,342 1.0%

Holding current value

$3.55 Million

Previous $2.9 Million 3.17%

% of portfolio

0.8%

Previous 0.84%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $28,065 - $32,371	-144 Reduced 1.0%	14,198 $2.99 Million
Q2 2024 Jul 23, 2024	BUY	$180.08 - $204.79 $92,381 - $105,057	513 Added 3.71%	14,342 $2.9 Million
Q1 2024 Apr 18, 2024	BUY	$167.09 - $200.3 $110,613 - $132,598	662 Added 5.03%	13,829 $2.77 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $24,831 - $31,164	-183 Reduced 1.37%	13,167 $2.24 Million
Q3 2023 Oct 17, 2023	SELL	$143.21 - $158.0 $41,960 - $46,294	-293 Reduced 2.15%	13,350 $1.94 Million
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $12,364 - $14,107	97 Added 0.72%	13,643 $1.98 Million
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $43,843 - $50,473	351 Added 2.66%	13,546 $1.77 Million
Q4 2022 Feb 06, 2023	SELL	$101.96 - $137.84 $3,670 - $4,962	-36 Reduced 0.27%	13,195 $1.77 Million
Q3 2022 Oct 11, 2022	BUY	$20.73 - $120.58 $20,978 - $122,026	1,012 Added 8.28%	13,231 $1.38 Million
Q2 2022 Jul 29, 2022	BUY	$112.61 - $135.91 $83,218 - $100,437	739 Added 6.44%	12,219 $1.38 Million
Q1 2022 Apr 12, 2022	BUY	$128.3 - $168.44 $140,745 - $184,778	1,097 Added 10.57%	11,480 $1.57 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $1.6 Million - $1.78 Million	10,383 New	10,383 $1.64 Million
Q2 2020 Jul 14, 2020	SELL	$84.03 - $113.45 $962,227 - $1.3 Million	-11,451 Closed	0 $0
Q1 2020 Apr 17, 2020	SELL	$79.03 - $141.09 $17,228 - $30,757	-218 Reduced 1.87%	11,451 $1.03 Million
Q4 2019 Jan 21, 2020	BUY	$111.82 - $139.4 $61,277 - $76,391	548 Added 4.93%	11,669 $1.63 Million
Q3 2019 Oct 15, 2019	BUY	$104.8 - $120.23 $29,344 - $33,664	280 Added 2.58%	11,121 $1.31 Million
Q2 2019 Jul 11, 2019	BUY	$104.64 - $116.12 $627 - $696	6 Added 0.06%	10,841 $1.21 Million
Q1 2019 Apr 12, 2019	BUY	$97.11 - $107.19 $77,202 - $85,216	795 Added 7.92%	10,835 $1.1 Million
Q4 2018 Jan 15, 2019	BUY	$92.14 - $115.32 $427,068 - $534,508	4,635 Added 85.75%	10,040 $980,000
Q3 2018 Oct 10, 2018	BUY	$103.61 - $118.63 $85,374 - $97,751	824 Added 17.99%	5,405 $609,000
Q2 2018 Jul 23, 2018	BUY	$103.24 - $114.29 $146,291 - $161,948	1,417 Added 44.79%	4,581 $477,000
Q1 2018 Apr 23, 2018	BUY	$107.01 - $118.77 $146,817 - $162,952	1,372 Added 76.56%	3,164 $347,000
Q4 2017 Feb 12, 2018	BUY	$95.86 - $107.83 $171,781 - $193,231	1,792	1,792 $191,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $732B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

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Kiley Juergens Wealth Management, LLC Jpmorgan Chase & CO Transaction History