Nelson Capital Management, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History
Nelson Capital Management, LLC
- $831 Million
- Q3 2025
Shares
6 transactions
Others Institutions Holding JSCP
# of Institutions
108Shares Held
13.2MCall Options Held
0Put Options Held
0-
Ep Wealth Advisors, LLC Torrance, CA1.86MShares$88.5 Million0.61% of portfolio
-
Jpmorgan Chase & CO New York, NY1.74MShares$82.6 Million0.01% of portfolio
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Cwm, LLC897KShares$42.6 Million0.12% of portfolio
-
Hb Wealth Management, LLC835KShares$39.7 Million0.26% of portfolio
-
Roberts Wealth Advisors, LLC497KShares$23.6 Million6.5% of portfolio