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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

BUY
$102.8 - $118.19 $75,660 - $86,987
736 Added 17.83%
4,863 $575 Million
Q1 2025

Apr 16, 2025

BUY
$111.89 - $119.08 $235,192 - $250,306
2,102 Added 103.8%
4,127 $475 Million
Q4 2024

Feb 06, 2025

BUY
$114.05 - $123.77 $230,951 - $250,634
2,025 New
2,025 $231 Million

Others Institutions Holding JPUS

About JPMORGAN DIVERSIFIED RETURN US


  • Ticker JPUS
  • Sector ETFs
  • Industry ETFs
More about JPUS
Track This Portfolio

Track Kelly Financial Group LLC Portfolio

Follow Kelly Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Group LLC with notifications on news.