Sea Crest Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sea Crest Wealth Management, LLC

$874 Million
Q2 2025

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 65,613 shares of JEPQ stock, worth $3.76 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

65,613

Previous 55,095 19.09%

Holding current value

$3.76 Million

Previous $2.85 Million 25.05%

% of portfolio

0.41%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$45.88 - $54.4 $482,565 - $572,179	10,518 Added 19.09%	65,613 $3.57 Million
Q1 2025 Apr 11, 2025	SELL	$51.45 - $58.51 $32,979 - $37,504	-641 Reduced 1.15%	55,095 $2.85 Million
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

852

Shares Held

251M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

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.

Account

Sea Crest Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History