Kelly Financial Group LLC J P MORGAN EXCHANGE TRADED F Transaction History

Kelly Financial Group LLC

  • $377 Billion
  • Q3 2025
Number of Shares
173,892
Previous 160,813 8.13%
Holding current value
$17.3 Billion
Previous $16 Billion 8.54%
% of portfolio
4.59%
Previous 4.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
13,079 Added 8.13%
173,892 $17.3 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
9,124 Added 6.01%
160,813 $16 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
30,587 Added 25.26%
151,689 $15 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
121,102 New
121,102 $11.7 Billion
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