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KELLY FINANCIAL GROUP LLC → JPM-PM
KELLY FINANCIAL GROUP LLC JPM-PM Position History
JPM-PM
Quarters held
43
Latest value
$19.7M
Q3 2026
Peak value
$38.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $406K |
| Q3 2025 | $5.2M |
| Q3 2025 | $1.7M |
| Q3 2025 | $664K |
| Q3 2025 | $204K |
| Q3 2025 | $600K |
| Q3 2025 | $28.9M |
| Q3 2025 | $15.6M |
| Q4 2025 | $418K |
| Q4 2025 | $5.5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $677K |
| Q4 2025 | $226K |
| Q4 2025 | $599K |
| Q4 2025 | $30.1M |
| Q4 2025 | $16.5M |
| Q1 2026 | $384K |
| Q1 2026 | $37.6M |
| Q1 2026 | $5.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $728K |
| Q1 2026 | $261K |
| Q1 2026 | $612K |
| Q1 2026 | $30.8M |
| Q1 2026 | $16.6M |
| Q2 2026 | $425K |
| Q2 2026 | $37.9M |
| Q2 2026 | $6.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $706K |
| Q2 2026 | $308K |
| Q2 2026 | $657K |
| Q2 2026 | $32.2M |
| Q2 2026 | $19.5M |
| Q3 2026 | $569K |
| Q3 2026 | $38.2M |
| Q3 2026 | $6.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $694K |
| Q3 2026 | $385K |
| Q3 2026 | $559K |
| Q3 2026 | $28.8M |
| Q3 2026 | $19.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.7M | 267.2K | — | — |
| Q3 2026 | $28.8M | 644.0K | — | — |
| Q3 2026 | $559K | 4.1K | — | — |
| Q3 2026 | $385K | 6.8K | — | — |
| Q3 2026 | $694K | 11.0K | — | — |
| Q3 2026 | $1.4M | 18.4K | — | — |
| Q3 2026 | $6.4M | 142.0K | — | — |
| Q3 2026 | $38.2M | 465.2K | — | — |
| Q3 2026 | $569K | 1.7K | — | — |
| Q2 2026 | $19.5M | 270.3K | — | — |
| Q2 2026 | $32.2M | 686.8K | — | — |
| Q2 2026 | $657K | 4.7K | — | — |
| Q2 2026 | $308K | 5.5K | — | — |
| Q2 2026 | $706K | 11.2K | — | — |
| Q2 2026 | $1.5M | 19.9K | — | — |
| Q2 2026 | $6.1M | 132.0K | — | — |
| Q2 2026 | $37.9M | 459.1K | — | — |
| Q2 2026 | $425K | 1.3K | — | — |
| Q1 2026 | $16.6M | 270.4K | — | — |
| Q1 2026 | $30.8M | 653.3K | — | — |
| Q1 2026 | $612K | 4.7K | — | — |
| Q1 2026 | $261K | 4.6K | — | — |
| Q1 2026 | $728K | 11.7K | — | — |
| Q1 2026 | $1.5M | 21.3K | — | — |
| Q1 2026 | $5.5M | 119.4K | — | — |
| Q1 2026 | $37.6M | 496.5K | — | — |
| Q1 2026 | $384K | 1.3K | — | — |
| Q4 2025 | $16.5M | 260.4K | — | — |
| Q4 2025 | $30.1M | 633.6K | — | — |
| Q4 2025 | $599K | 4.8K | — | — |
| Q4 2025 | $226K | 3.9K | — | — |
| Q4 2025 | $677K | 11.2K | — | — |
| Q4 2025 | $1.8M | 25.0K | — | — |
| Q4 2025 | $5.5M | 117.6K | — | — |
| Q4 2025 | $418K | 1.3K | — | — |
| Q3 2025 | $15.6M | 248.6K | — | — |
| Q3 2025 | $28.9M | 607.1K | — | — |
| Q3 2025 | $600K | 4.8K | — | — |
| Q3 2025 | $204K | 3.6K | — | — |
| Q3 2025 | $664K | 11.2K | — | — |
| Q3 2025 | $1.7M | 25.0K | — | — |
| Q3 2025 | $5.2M | 112.1K | — | — |
| Q3 2025 | $406K | 1.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B