A detailed history of Kelly Financial Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kelly Financial Services LLC holds 1,808 shares of JPM stock, worth $428,459. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,808
Previous 1,566 15.45%
Holding current value
$428,459
Previous $316,000 20.57%
% of portfolio
0.15%
Previous 0.12%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$194.9 - $224.8 $47,165 - $54,401
242 Added 15.45%
1,808 $381,000
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $21,069 - $23,960
117 Added 8.07%
1,566 $316,000
Q1 2024

Jul 17, 2024

BUY
$167.09 - $200.3 $1,002 - $1,201
6 Added 0.42%
1,449 $290,000
Q4 2023

Jul 17, 2024

BUY
$135.69 - $170.3 $14,383 - $18,051
106 Added 7.93%
1,443 $245 Million
Q3 2023

Jul 17, 2024

SELL
$143.21 - $158.0 $1,432 - $1,580
-10 Reduced 0.74%
1,337 $194 Million
Q2 2023

Jul 17, 2024

BUY
$127.47 - $145.44 $22,307 - $25,452
175 Added 14.93%
1,347 $196 Million
Q1 2023

Jul 17, 2024

BUY
$124.91 - $143.8 $10,117 - $11,647
81 Added 7.42%
1,172 $153 Million
Q4 2022

Jul 17, 2024

BUY
$101.96 - $137.84 $611 - $827
6 Added 0.55%
1,091 $146 Million
Q3 2022

Jul 17, 2024

BUY
$20.73 - $120.58 $124 - $723
6 Added 0.56%
1,085 $113 Million
Q2 2022

Jul 17, 2024

BUY
$112.61 - $135.91 $675 - $815
6 Added 0.56%
1,079 $121 Million
Q1 2022

Jul 17, 2024

BUY
$128.3 - $168.44 $641 - $842
5 Added 0.47%
1,073 $146 Million
Q4 2021

Jul 17, 2024

BUY
$153.94 - $171.78 $615 - $687
4 Added 0.38%
1,068 $169 Million
Q3 2021

Jul 17, 2024

SELL
$146.97 - $166.98 $27.1 Million - $30.8 Million
-184,318 Reduced 99.43%
1,064 $174 Million
Q2 2021

Jul 17, 2024

BUY
$147.37 - $166.44 $27.1 Million - $30.7 Million
184,215 Added 15785.35%
185,382 $1.19 Million
Q1 2021

Jul 17, 2024

BUY
$125.65 - $157.65 $1,633 - $2,049
13 Added 1.13%
1,167 $178 Million
Q4 2020

Jul 17, 2024

SELL
$96.54 - $127.07 $9,847 - $12,961
-102 Reduced 8.12%
1,154 $147 Million
Q2 2020

Jul 17, 2024

BUY
$84.03 - $113.45 $756 - $1,021
9 Added 0.72%
1,256 $118 Million
Q1 2020

Jul 17, 2024

SELL
$79.03 - $141.09 $9,246 - $16,507
-117 Reduced 8.58%
1,247 $112 Million
Q4 2019

Jul 17, 2024

BUY
$111.82 - $139.4 $8,274 - $10,315
74 Added 5.74%
1,364 $190 Million
Q3 2019

Jul 17, 2024

BUY
$104.8 - $120.23 $3,353 - $3,847
32 Added 2.54%
1,290 $152 Million
Q2 2019

Jul 17, 2024

BUY
$104.64 - $116.12 $418 - $464
4 Added 0.32%
1,258 $141 Million
Q1 2019

Jul 17, 2024

BUY
$97.11 - $107.19 $121,775 - $134,416
1,254 New
1,254 $127 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $695B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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