KFG
JPUS

Kelly Financial Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Kelly Financial Group’s Portfolio JPUS Stock Details JPUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$657K Sell
4,688
-11
-0.2% -$1.5K 0.15% 51
2026
Q1 		$612K Sell
4,699
-133
-3% -$17.4K 0.15% 46
2025
Q4 		$599K Sell
4,832
-7
-0.1% -$865 0.15% 44
2025
Q3 		$600K Sell
4,839
-24
-0.5% -$2.91K 0.16% 44
2025
Q2 		$575K Buy
4,863
+736
+18% +$83.8K 0.17% 45
2025
Q1 		$475K Buy
4,127
+2,102
+104% +$244K 0.15% 47
2024
Q4 		$231K Buy
+2,025
New +$242K 0.08% 66

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FFN
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AC
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CL
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