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KILEY JUERGENS WEALTH MANAGEMENT, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KILEY JUERGENS WEALTH MANAGEMENT, LLC on JPM, newest first. How the timeline and the estimate are built.

KILEY JUERGENS WEALTH MANAGEMENT, LLC held 13,923 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,923 shares
    Change vs previous 13F -151 shares

    0.71% of the 13F portfolio, value $4,557,381.

    13F-HR 0001986152-26-000113 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,074 shares
    Change vs previous 13F -218 shares

    0.73% of the 13F portfolio, value $4,140,087.

    13F-HR 0001986152-26-000050 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,292 shares
    Change vs previous 13F +98 shares

    0.99% of the 13F portfolio, value $4,605,028.

    13F-HR 0001172661-26-000307 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,194 shares
    Change vs previous 13F -283 shares

    0.99% of the 13F portfolio, value $4,477,327.

    13F-HR 0001172661-25-004370 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,477 shares
    Change vs previous 13F +75 shares

    0.97% of the 13F portfolio, value $4,197,134.

    13F-HR 0001172661-25-002634 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,402 shares
    Change vs previous 13F +264 shares

    0.94% of the 13F portfolio, value $3,532,833.

    13F-HR 0001172661-25-001517 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,138 shares
    Change vs previous 13F -60 shares

    0.85% of the 13F portfolio, value $3,389,039.

    13F-HR 0001172661-25-000237 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,198 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,993,826.

    13F-HR 0001172661-24-004247 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).