A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 2,179 shares of JPM stock, worth $527,993. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,179
Previous 2,179 -0.0%
Holding current value
$527,993
Previous $445 Million 17.24%
% of portfolio
0.33%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $20,889 - $23,755
116 Added 5.62%
2,179 $445 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $279,928 - $351,328
2,063 New
2,063 $356 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • 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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