Kelly Financial Services LLC Jpmorgan Chase & CO Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

A detailed history of Kelly Financial Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kelly Financial Services LLC holds 1,808 shares of JPM stock, worth $429,580. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,808

Previous 1,566 15.45%

Holding current value

$429,580

Previous $316,000 20.57%

% of portfolio

0.15%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$194.9 - $224.8 $47,165 - $54,401	242 Added 15.45%	1,808 $381,000
Q2 2024 Aug 12, 2024	BUY	$180.08 - $204.79 $21,069 - $23,960	117 Added 8.07%	1,566 $316,000
Q1 2024 Jul 17, 2024	BUY	$167.09 - $200.3 $1,002 - $1,201	6 Added 0.42%	1,449 $290,000
Q4 2023 Jul 17, 2024	BUY	$135.69 - $170.3 $14,383 - $18,051	106 Added 7.93%	1,443 $245 Million
Q3 2023 Jul 17, 2024	SELL	$143.21 - $158.0 $1,432 - $1,580	-10 Reduced 0.74%	1,337 $194 Million
Q2 2023 Jul 17, 2024	BUY	$127.47 - $145.44 $22,307 - $25,452	175 Added 14.93%	1,347 $196 Million
Q1 2023 Jul 17, 2024	BUY	$124.91 - $143.8 $10,117 - $11,647	81 Added 7.42%	1,172 $153 Million
Q4 2022 Jul 17, 2024	BUY	$101.96 - $137.84 $611 - $827	6 Added 0.55%	1,091 $146 Million
Q3 2022 Jul 17, 2024	BUY	$20.73 - $120.58 $124 - $723	6 Added 0.56%	1,085 $113 Million
Q2 2022 Jul 17, 2024	BUY	$112.61 - $135.91 $675 - $815	6 Added 0.56%	1,079 $121 Million
Q1 2022 Jul 17, 2024	BUY	$128.3 - $168.44 $641 - $842	5 Added 0.47%	1,073 $146 Million
Q4 2021 Jul 17, 2024	BUY	$153.94 - $171.78 $615 - $687	4 Added 0.38%	1,068 $169 Million
Q3 2021 Jul 17, 2024	SELL	$146.97 - $166.98 $27.1 Million - $30.8 Million	-184,318 Reduced 99.43%	1,064 $174 Million
Q2 2021 Jul 17, 2024	BUY	$147.37 - $166.44 $27.1 Million - $30.7 Million	184,215 Added 15785.35%	185,382 $1.19 Million
Q1 2021 Jul 17, 2024	BUY	$125.65 - $157.65 $1,633 - $2,049	13 Added 1.13%	1,167 $178 Million
Q4 2020 Jul 17, 2024	SELL	$96.54 - $127.07 $9,847 - $12,961	-102 Reduced 8.12%	1,154 $147 Million
Q2 2020 Jul 17, 2024	BUY	$84.03 - $113.45 $756 - $1,021	9 Added 0.72%	1,256 $118 Million
Q1 2020 Jul 17, 2024	SELL	$79.03 - $141.09 $9,246 - $16,507	-117 Reduced 8.58%	1,247 $112 Million
Q4 2019 Jul 17, 2024	BUY	$111.82 - $139.4 $8,274 - $10,315	74 Added 5.74%	1,364 $190 Million
Q3 2019 Jul 17, 2024	BUY	$104.8 - $120.23 $3,353 - $3,847	32 Added 2.54%	1,290 $152 Million
Q2 2019 Jul 17, 2024	BUY	$104.64 - $116.12 $418 - $464	4 Added 0.32%	1,258 $141 Million
Q1 2019 Jul 17, 2024	BUY	$97.11 - $107.19 $121,775 - $134,416	1,254 New	1,254 $127 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Kelly Financial Services LLC Jpmorgan Chase & CO Transaction History