Kelly Financial Group LLC J P Morgan Exchange Traded Fd Transaction History

Kelly Financial Group LLC

  • $393 Billion
  • Q4 2025

A detailed history of Kelly Financial Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kelly Financial Group LLC holds 3,915 shares of JEPI stock, worth $222,137. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,915
Previous 3,575 9.51%
Holding current value
$222,137
Previous $204 Million 10.6%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$56.0 - $57.6 $19,040 - $19,584
340 Added 9.51%
3,915 $226 Million
Q3 2025

Oct 22, 2025
BUY
$55.61 - $57.37 $198,805 - $205,097
3,575 New
3,575 $204 Million

Others Institutions Holding JEPI

# of Institutions
1,450
Shares Held
332M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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