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

Sea Crest Wealth Management, LLC

$852 Million
Q1 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 55,095 shares of JEPQ stock, worth $2.85 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

55,095

Previous 55,736 1.15%

Holding current value

$2.85 Million

Previous $3.14 Million 9.17%

% of portfolio

0.34%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

775

Shares Held

139M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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