Sea Crest Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 5,266 shares of JAVA stock, worth $331,810. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,266
Previous 4,798 9.75%
Holding current value
$331,810
Previous $303,000 9.24%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$61.9 - $66.89 $28,969 - $31,304
468 Added 9.75%
5,266 $331,000
Q4 2024

Jan 14, 2025
BUY
$63.01 - $68.55 $74,540 - $81,094
1,183 Added 32.72%
4,798 $303,000
Q3 2024

Oct 16, 2024
BUY
$58.75 - $64.07 $212,381 - $231,613
3,615 New
3,615 $231,000

Others Institutions Holding JAVA

# of Institutions
203
Shares Held
34.1M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

JAVA Quotes by TradingView
  • Ticker JAVA
  • Sector ETFs
  • Industry ETFs
More about JAVA
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email