Nelson, Van Denburg & Campbell Wealth Management Group, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$39.18 - $41.6 $2,429 - $2,579	62 Added 8.81%	766 $31,000
Q1 2024 Apr 30, 2024	BUY	$37.71 - $41.62 $26,547 - $29,300	704 New	704 $29,000

Others Institutions Holding JVAL

# of Institutions

121

Shares Held

11.4M

Call Options Held

Put Options Held

Brinker Capital Investments, LLC

1.58M
Shares

$71.5 Million
1.05% of portfolio
Cobblestone Capital Advisors LLC Rochester, NY

1.18M
Shares

$53.2 Million
3.0% of portfolio
Cwm, LLC

865K
Shares

$39.1 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

806K
Shares

$36.5 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

553K
Shares

$25 Million
0.05% of portfolio

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About J P MORGAN ETF TR U S VALUE FA

Ticker JVAL
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