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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.75 Billion
Q2 2025

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 77,257 shares of JEPI stock, worth $4.42 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

77,257

Previous 82,490 6.34%

Holding current value

$4.42 Million

Previous $4.71 Million 6.81%

% of portfolio

0.16%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$51.14 - $57.0 $267,615 - $298,281	-5,233 Reduced 6.34%	77,257 $4.39 Million
Q1 2025 Apr 21, 2025	BUY	$56.17 - $59.71 $664,603 - $706,488	11,832 Added 16.75%	82,490 $4.71 Million
Q4 2024 Jan 17, 2025	BUY	$57.53 - $60.83 $131,110 - $138,631	2,279 Added 3.33%	70,658 $4.06 Million
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

1,403

Shares Held

748M

Call Options Held

839K

Put Options Held

634K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

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