Kelly Financial Group LLC Jpmorgan Diversified Return Us Transaction History
Kelly Financial Group LLC
- $346 Billion
- Q2 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 4,863 shares of JPUS stock, worth $580,933. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,863
Previous 4,127
17.83%
Holding current value
$580,933
Previous $475 Million
20.9%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding JPUS
# of Institutions
98Shares Held
2.63MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC277KShares$33.1 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC265KShares$31.7 Million0.0% of portfolio
-
St Germain D J CO Inc Springfield, MA257KShares$30.7 Million1.36% of portfolio
-
Planning Alternatives LTD236KShares$28.2 Million4.2% of portfolio
-
Captrust Financial Advisors Raleigh, NC209KShares$25 Million0.06% of portfolio