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Disclosery

Kelly Financial Services LLC: JPM position timeline

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

Kelly Financial Services LLC held 1,864 JPM 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 1,864 shares
    Change vs previous 13F -238 shares

    0.13% of the 13F portfolio, value $610,041.

    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 2,102 shares
    Change vs previous 13F +49 shares

    0.15% of the 13F portfolio, value $618,347.

    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 2,053 shares
    Change vs previous 13F -101 shares

    0.17% of the 13F portfolio, value $661,634.

    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 2,154 shares
    Change vs previous 13F -94 shares

    0.18% of the 13F portfolio, value $679,564.

    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 2,248 shares
    Change vs previous 13F +136 shares

    0.19% of the 13F portfolio, value $651,828.

    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 2,112 shares
    Change vs previous 13F +169 shares

    0.18% of the 13F portfolio, value $518,028.

    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 1,943 shares
    Change vs previous 13F +135 shares

    0.17% of the 13F portfolio, value $465,740.

    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 1,808 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $381,144.

    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).