Nelson, Van Denburg & Campbell Wealth Management Group, LLC J P Morgan Exchange Traded Fd Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 68,379 shares of JEPI stock, worth $4.15 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
68,379
Previous 58,447 16.99%
Holding current value
$4.15 Million
Previous $3.31 Million 22.86%
% of portfolio
0.17%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$54.98 - $59.51 $546,061 - $591,053
9,932 Added 16.99%
68,379 $4.07 Million
Q2 2024

Aug 13, 2024
BUY
$55.45 - $57.39 $2.2 Million - $2.28 Million
39,726 Added 212.2%
58,447 $3.31 Million
Q1 2024

Apr 30, 2024
BUY
$54.75 - $57.86 $498,553 - $526,873
9,106 Added 94.71%
18,721 $1.08 Million
Q4 2023

Jan 30, 2024
SELL
$51.51 - $55.33 $291,443 - $313,057
-5,658 Reduced 37.05%
9,615 $528,000
Q3 2023

Oct 17, 2023
BUY
$53.5 - $55.92 $308,213 - $322,155
5,761 Added 60.57%
15,273 $818,000
Q2 2023

Jul 19, 2023
SELL
$53.85 - $55.4 $36,618 - $37,672
-680 Reduced 6.67%
9,512 $526,000
Q1 2023

May 10, 2023
BUY
$52.13 - $55.7 $424,703 - $453,787
8,147 Added 398.39%
10,192 $556,000
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $22,896 - $25,551
450 Added 28.21%
2,045 $111,000
Q3 2022

Oct 26, 2022
BUY
$51.23 - $57.83 $68,904 - $77,781
1,345 Added 538.0%
1,595 $81,000
Q1 2022

May 13, 2022
BUY
$58.11 - $63.04 $14,527 - $15,760
250 New
250 $15,000

Others Institutions Holding JEPI

# of Institutions
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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