KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1723223 OLYMPIA, WA

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,557,415

+$417,408 QoQ

Shares Held

13,923

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#2,184

of 5,057 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $7,932,304 across 5 Banks - Diversified names. JPM ranks #1 (57.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,923	$4,557,415
2	BAC	Bank Of America Corp /De/	28,363	$1,616,123
3	WFC	Wells Fargo & Company/Mn	11,625	$960,690
4	C	Citigroup Inc	3,685	$515,752
5	TD	Toronto Dominion Bank	2,325	$282,324

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,557,415	13,923	-1.1%	Shares	Sole	2026-08-07
2026-03-31	$4,140,007	14,074	-1.5%	Shares	Sole	2026-04-28
2025-12-31	$4,605,168	14,292	+0.7%	Shares	Sole	2026-01-26
2025-09-30	$4,477,213	14,194	-2.0%	Shares	Sole	2025-10-22
2025-06-30	$4,197,027	14,477	+0.5%	Shares	Sole	2025-07-16
2025-03-31	$3,532,810	14,402	+1.9%	Shares	Sole	2025-04-21
2024-12-31	$3,389,019	14,138	-0.4%	Shares	Sole	2025-01-16
2024-09-30	$2,993,790	14,198	-1.0%	Shares	Sole	2024-10-15
2024-06-30	$2,900,812	14,342	+3.7%	Shares	Sole	2024-07-23
2024-03-31	$2,769,948	13,829	+5.0%	Shares	Sole	2024-04-19
2023-12-31	$2,239,706	13,167	-1.4%	Shares	Sole	2024-01-30
2023-09-30	$1,936,017	13,350	-2.1%	Shares	Sole	2023-10-17
2023-06-30	$1,984,237	13,643	+0.7%	Shares	Sole	2023-07-26
2023-03-31	$1,765,179	13,546	+2.7%	Shares	Sole	2023-05-02
2022-12-31	$1,769,449	13,195	-0.3%	Shares	Sole	2023-02-06
2022-09-30	$1,382,639	13,231	+8.3%	Shares	Sole	2022-10-11
2022-06-30	$1,375,981	12,219	+17.7%	Shares	Sole	2022-07-29
2021-12-31	$1,644,148	10,383	-9.3%	Shares	Sole	2022-01-20
2020-03-31	$1,030,933	11,451	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.