Kelly Financial Group LLC J P MORGAN EXCHANGE TRADED F Transaction History

Kelly Financial Group LLC

  • $346 Billion
  • Q2 2025
Number of Shares
160,813
Previous 151,689 6.01%
Holding current value
$16 Billion
Previous $15 Billion 6.71%
% of portfolio
4.62%
Previous 4.67%

Shares

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

Jul 15, 2025
BUY
N/A
9,124 Added 6.01%
160,813 $16 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
30,587 Added 25.26%
151,689 $15 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
121,102 New
121,102 $11.7 Billion
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.

Choose your preferred platform and Sign Up 👇 Telegram Email