Kelly Financial Group LLC Jpmorgan Diversified Return Us Transaction History
Kelly Financial Group LLC
- $320 Billion
- Q1 2025
A detailed history of Kelly Financial Group LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Kelly Financial Group LLC holds 4,127 shares of JPUS stock, worth $474,522. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,127
Previous 2,025
103.8%
Holding current value
$474,522
Previous $231 Million
105.75%
% of portfolio
0.15%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding JPUS
# of Institutions
95Shares Held
2.91MCall Options Held
0Put Options Held
0-
St Germain D J CO Inc Springfield, MA436KShares$50.1 Million2.44% of portfolio
-
Modera Wealth Management, LLC297KShares$34.1 Million0.47% of portfolio
-
Bank Of America Corp Charlotte, NC265KShares$30.5 Million0.0% of portfolio
-
Planning Alternatives LTD236KShares$27.1 Million4.2% of portfolio
-
Captrust Financial Advisors Raleigh, NC209KShares$24 Million0.06% of portfolio