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

Sea Crest Wealth Management, LLC

$913 Million
Q4 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 67,216 shares of JEPQ stock, worth $3.89 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

67,216

Previous 65,217 3.07%

Holding current value

$3.89 Million

Previous $3.75 Million 3.6%

% of portfolio

0.43%

Previous 0.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$56.33 - $59.22 $112,603 - $118,380	1,999 Added 3.07%	67,216 $3.89 Million
Q3 2025 Nov 13, 2025	SELL	$53.81 - $57.52 $21,308 - $22,777	-396 Reduced 0.6%	65,217 $3.75 Million
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

919

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

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