Nelson, Van Denburg & Campbell Wealth Management Group, LLC Jpmorgan Chase & CO Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 49,086 shares of JPM stock, worth $10.8 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

49,086

Previous 50,982 3.72%

Holding current value

$10.8 Million

Previous $10.2 Million 2.77%

% of portfolio

0.44%

Previous 0.49%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $341,431 - $388,281	-1,896 Reduced 3.72%	49,086 $9.93 Million
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $1.93 Million - $2.32 Million	11,578 Added 29.38%	50,982 $10.2 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $27,002 - $33,889	-199 Reduced 0.5%	39,404 $6.7 Million
Q3 2023 Oct 17, 2023	SELL	$143.21 - $158.0 $79,481 - $87,690	-555 Reduced 1.38%	39,603 $5.74 Million
Q2 2023 Jul 19, 2023	BUY	$127.47 - $145.44 $77,756 - $88,718	610 Added 1.54%	40,158 $5.84 Million
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $6,994 - $8,052	56 Added 0.14%	39,548 $5.15 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $205,653 - $278,023	2,017 Added 5.38%	39,492 $5.3 Million
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $8,913 - $51,849	430 Added 1.16%	37,475 $3.92 Million
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $76,912 - $92,826	683 Added 1.88%	37,045 $4.17 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $556,822 - $731,029	4,340 Added 13.55%	36,362 $4.96 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $163,330 - $182,258	1,061 Added 3.43%	32,022 $5.07 Million
Q3 2021 Nov 02, 2021	SELL	$146.97 - $166.98 $131,244 - $149,113	-893 Reduced 2.8%	30,961 $5.07 Million
Q2 2021 Jul 27, 2021	BUY	$147.37 - $166.44 $52,316 - $59,086	355 Added 1.13%	31,854 $4.95 Million
Q1 2021 May 11, 2021	SELL	$125.65 - $157.65 $331,464 - $415,880	-2,638 Reduced 7.73%	31,499 $4.79 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $394,752 - $519,589	4,089 Added 13.61%	34,137 $4.34 Million
Q3 2020 Oct 20, 2020	SELL	$91.28 - $103.82 $174,983 - $199,022	-1,917 Reduced 6.0%	30,048 $2.89 Million
Q2 2020 Jul 02, 2020	SELL	$84.03 - $113.45 $39,073 - $52,754	-465 Reduced 1.43%	31,965 $3.01 Million
Q1 2020 Apr 01, 2020	BUY	$79.03 - $141.09 $44,098 - $78,728	558 Added 1.75%	32,430 $2.92 Million
Q4 2019 Feb 11, 2020	SELL	$111.82 - $139.4 $2,124 - $2,648	-19 Reduced 0.06%	31,872 $4.44 Million
Q3 2019 Oct 09, 2019	SELL	$104.8 - $120.23 $9,432 - $10,820	-90 Reduced 0.28%	31,891 $3.75 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $147,751 - $163,961	1,412 Added 4.62%	31,981 $3.58 Million
Q1 2019 May 08, 2019	BUY	$97.11 - $107.19 $1,068 - $1,179	11 Added 0.04%	30,569 $3.08 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $121,624 - $152,222	-1,320 Reduced 4.14%	30,558 $2.98 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $21,447 - $24,556	207 Added 0.65%	31,878 $3.57 Million
Q2 2018 Aug 16, 2018	SELL	$103.24 - $114.29 $130,288 - $144,233	-1,262 Reduced 3.83%	31,671 $3.29 Million
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $252,329 - $280,059	-2,358 Reduced 6.68%	32,933 $3.6 Million
Q4 2017 Feb 08, 2018	BUY	$95.86 - $107.83 $1.16 Million - $1.3 Million	12,083 Added 52.06%	35,291 $3.75 Million
Q3 2017 Nov 08, 2017	BUY	$88.42 - $95.51 $52,433 - $56,637	593 Added 2.62%	23,208 $2.17 Million
Q2 2017 Aug 15, 2017	BUY	N/A	22,615	22,615 $2.03 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $645B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Jpmorgan Chase & CO Transaction History