Sea Crest Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit 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 ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 55,736 shares of JEPQ stock, worth $3.06 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
55,736
Previous 46,369 20.2%
Holding current value
$3.06 Million
Previous $2.55 Million 23.36%
% of portfolio
0.34%
Previous 0.28%

Shares

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

Jan 14, 2025
BUY
$53.94 - $58.15 $505,255 - $544,691
9,367 Added 20.2%
55,736 $3.14 Million
Q3 2024

Oct 16, 2024
BUY
$49.7 - $56.11 $289,651 - $327,009
5,828 Added 14.38%
46,369 $2.55 Million
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $1.48 Million - $1.61 Million
29,035 Added 252.35%
40,541 $2.25 Million
Q1 2024

Apr 18, 2024
BUY
$49.02 - $54.29 $40,147 - $44,463
819 Added 7.66%
11,506 $624,000
Q4 2023

Jan 18, 2024
BUY
$45.1 - $50.32 $481,983 - $537,769
10,687 New
10,687 $533,000

Others Institutions Holding JEPQ

# of Institutions
773
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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