Sea Crest Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 125,121 shares of JEPI stock, worth $7.38 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
125,121
Previous 105,961 18.08%
Holding current value
$7.38 Million
Previous $6.31 Million 14.16%
% of portfolio
0.79%
Previous 0.7%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$57.53 - $60.83 $1.1 Million - $1.17 Million
19,160 Added 18.08%
125,121 $7.2 Million
Q3 2024

Oct 16, 2024
BUY
$54.98 - $59.51 $202,876 - $219,591
3,690 Added 3.61%
105,961 $6.31 Million
Q2 2024

Jul 19, 2024
SELL
$55.45 - $57.39 $327,432 - $338,887
-5,905 Reduced 5.46%
102,271 $5.8 Million
Q1 2024

Apr 18, 2024
BUY
$54.75 - $57.86 $1.95 Million - $2.06 Million
35,595 Added 49.04%
108,176 $6.26 Million
Q4 2023

Jan 18, 2024
SELL
$51.51 - $55.33 $8,138 - $8,742
-158 Reduced 0.22%
72,581 $3.99 Million
Q3 2023

Oct 12, 2023
BUY
$53.5 - $55.92 $262,952 - $274,846
4,915 Added 7.25%
72,739 $3.9 Million
Q2 2023

Jul 14, 2023
BUY
$53.85 - $55.4 $331,554 - $341,097
6,157 Added 9.98%
67,824 $3.75 Million
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $1.62 Million - $1.73 Million
31,143 Added 102.03%
61,667 $3.37 Million
Q4 2022

Feb 14, 2023
BUY
$50.88 - $56.78 $937,565 - $1.05 Million
18,427 Added 152.33%
30,524 $1.66 Million
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $224,950 - $253,931
4,391 Added 56.98%
12,097 $620,000
Q2 2022

Aug 09, 2022
BUY
$52.86 - $62.23 $407,339 - $479,544
7,706 New
7,706 $427,000

Others Institutions Holding JEPI

# of Institutions
1,215
Shares Held
283M
Call Options Held
307K
Put Options Held
344K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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