Kelly Financial Group LLC Jp Morgan Diversified Return Transaction History

Kelly Financial Group LLC

  • $377 Billion
  • Q3 2025

A detailed history of Kelly Financial Group LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kelly Financial Group LLC holds 11,247 shares of JPEM stock, worth $684,717. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,247
Previous 11,286 0.35%
Holding current value
$684,717
Previous $637 Million 4.22%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 22, 2025
SELL
$56.25 - $59.87 $2,193 - $2,334
-39 Reduced 0.35%
11,247 $664 Million
Q2 2025

Jul 15, 2025
BUY
$48.41 - $56.7 $137,145 - $160,631
2,833 Added 33.51%
11,286 $637 Million
Q1 2025

Apr 16, 2025
BUY
$50.81 - $54.04 $24,388 - $25,939
480 Added 6.02%
8,453 $446 Million
Q4 2024

Feb 06, 2025
BUY
$51.88 - $57.84 $413,639 - $461,158
7,973 New
7,973 $414 Million

Others Institutions Holding JPEM

# of Institutions
127
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

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