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Kelly Financial Services LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kelly Financial Services LLC on JEPI, newest first. How the timeline and the estimate are built.

Kelly Financial Services LLC held 48,256 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,256 shares
    Change vs previous 13F +15,345 shares

    0.58% of the 13F portfolio, value $2,725,475.

    13F-HR 0001754960-26-000499 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,911 shares
    Change vs previous 13F +2,686 shares

    0.45% of the 13F portfolio, value $1,868,840.

    13F-HR 0001754960-26-000221 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,225 shares
    Change vs previous 13F +4,708 shares

    0.43% of the 13F portfolio, value $1,730,053.

    13F-HR 0001754960-26-000039 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,517 shares
    Change vs previous 13F +4,558 shares

    0.38% of the 13F portfolio, value $1,457,023.

    13F-HR 0001754960-25-000659 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,959 shares
    Change vs previous 13F +1,632 shares

    0.35% of the 13F portfolio, value $1,191,530.

    13F-HR 0001754960-25-000424 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,327 shares
    Change vs previous 13F -13,258 shares

    0.38% of the 13F portfolio, value $1,104,321.

    13F-HR 0001754960-25-000199 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 32,585 shares
    Change vs previous 13F -15,516 shares

    0.68% of the 13F portfolio, value $1,874,621.

    13F-HR/A 0001754960-25-000034 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,101 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,862,510.

    13F-HR 0001754960-24-000479 filed by Kelly Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).