KFG
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Kelly Financial Group’s JPMorgan Chase JPM Stock Holding History

Kelly Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$373K Buy
1,286
+84
+7% +$24.4K 0.11% 54
2025
Q1 		$295K Buy
1,202
+17
+1% +$4.17K 0.09% 66
2024
Q4 		$284K Buy
+1,185
New +$284K 0.1% 57