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SeaCrest Wealth Management, LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SeaCrest Wealth Management, LLC on JEPQ, newest first. How the timeline and the estimate are built.

SeaCrest Wealth Management, LLC held 64,477 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,477 shares
    Change vs previous 13F -5,158 shares

    0.44% of the 13F portfolio, value $3,962,753.

    13F-HR 0001951757-26-000948 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,635 shares
    Change vs previous 13F +2,419 shares

    0.41% of the 13F portfolio, value $3,866,142.

    13F-HR 0001951757-26-000599 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 67,216 shares
    Change vs previous 13F +1,999 shares

    0.4% of the 13F portfolio, value $3,961,039.

    13F-HR 0001951757-26-000045 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 65,217 shares
    Change vs previous 13F -396 shares

    0.4% of the 13F portfolio, value $3,760,417.

    13F-HR 0001951757-25-001427 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,613 shares
    Change vs previous 13F +10,518 shares

    0.39% of the 13F portfolio, value $3,569,337.

    13F-HR 0001951757-25-000618 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,095 shares
    Change vs previous 13F -641 shares

    0.32% of the 13F portfolio, value $2,852,819.

    13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 55,736 shares
    Change vs previous 13F +9,367 shares

    0.33% of the 13F portfolio, value $3,142,399.

    13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 46,369 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,547,052.

    13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).