Kelly Financial Services LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Kelly Financial Services LLC

  • $325 Million
  • Q3 2025

A detailed history of Kelly Financial Services LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kelly Financial Services LLC holds 11,807 shares of JEPQ stock, worth $682,680. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,807
Previous 11,345 4.07%
Holding current value
$682,680
Previous $617,000 10.05%
% of portfolio
0.21%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$53.81 - $57.52 $24,860 - $26,574
462 Added 4.07%
11,807 $679,000
Q2 2025

Jul 17, 2025
SELL
$45.88 - $54.4 $32,161 - $38,134
-701 Reduced 5.82%
11,345 $617,000
Q1 2025

Apr 15, 2025
SELL
$51.45 - $58.51 $495,772 - $563,802
-9,636 Reduced 44.44%
12,046 $624,000
Q4 2024

Jan 15, 2025
BUY
$53.94 - $58.15 $1.17 Million - $1.26 Million
21,682 New
21,682 $1.22 Million
Q3 2024

Oct 08, 2024
SELL
$49.7 - $56.11 $573,140 - $647,060
-11,532 Reduced 27.8%
29,954 $1.65 Million
Q2 2024

Aug 12, 2024
SELL
$50.84 - $55.56 $1.34 Million - $1.46 Million
-26,320 Reduced 38.82%
41,486 $2.3 Million
Q1 2024

Jul 17, 2024
SELL
$49.02 - $54.29 $13,872 - $15,364
-283 Reduced 0.42%
67,806 $3.68 Million
Q4 2023

Jul 17, 2024
BUY
$45.1 - $50.32 $1.42 Million - $1.58 Million
31,475 Added 85.96%
68,089 $3.4 Billion
Q3 2023

Jul 17, 2024
BUY
$46.47 - $49.43 $1.35 Million - $1.44 Million
29,089 Added 386.56%
36,614 $1.72 Billion
Q2 2023

Jul 17, 2024
BUY
$44.13 - $48.37 $276,562 - $303,134
6,267 Added 498.17%
7,525 $364 Million
Q1 2023

Jul 17, 2024
BUY
$40.25 - $45.09 $50,634 - $56,723
1,258 New
1,258 $56.7 Million

Others Institutions Holding JEPQ

# of Institutions
910
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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