A detailed history of Kelly Financial Group LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Kelly Financial Group LLC holds 11,286 shares of JPEM stock, worth $640,931. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,286
Previous 8,453 33.51%
Holding current value
$640,931
Previous $446 Million 42.86%
% of portfolio
0.18%
Previous 0.14%

Shares

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

Jul 15, 2025

BUY
$48.41 - $56.7 $137,145 - $160,631
2,833 Added 33.51%
11,286 $637 Million
Q1 2025

Apr 16, 2025

BUY
$50.81 - $54.04 $24,388 - $25,939
480 Added 6.02%
8,453 $446 Million
Q4 2024

Feb 06, 2025

BUY
$51.88 - $57.84 $413,639 - $461,158
7,973 New
7,973 $414 Million

Others Institutions Holding JPEM

About JP MORGAN DIVERSIFIED RETURN


  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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.