Nelson, Van Denburg & Campbell Wealth Management Group, LLC Jp Morgan Diversified Return Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 09, 2019	SELL	$52.32 - $54.38 $11,981 - $12,453	-229 Closed	0 $0
Q1 2019 May 08, 2019	BUY	N/A	1 Added 0.44%	229 $12,000
Q4 2018 Feb 13, 2019	BUY	N/A	228 New	228 $11,000

Others Institutions Holding JPEM

# of Institutions

126

Shares Held

5.3M

Call Options Held

Put Options Held

Strategic Financial Concepts, LLC San Antonio, TX

471K
Shares

$24.7 Million
0.38% of portfolio
Bank Of America Corp Charlotte, NC

414K
Shares

$21.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

291K
Shares

$15.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

239K
Shares

$12.6 Million
0.0% of portfolio
Sam Advisors, LLC

187K
Shares

$9.83 Million
3.52% of portfolio

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About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
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