JPL Wealth Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.72K Hold
31
﹤0.01% 975
2026
Q1
$2.43K Buy
+31
New +$2.55K ﹤0.01% 909
2025
Q4
Sell
-31
Closed -$2.63K 944
2025
Q3
$2.63K Buy
+31
New +$2.75K ﹤0.01% 806

Other funds holding SEIC

JPL Wealth Management's SEIC Position: Q2 2026 in Review

JPL Wealth Management held its SEI Investments (SEIC) position steady in Q2 2026 at 31 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

JPL Wealth Management first reported a position in SEIC in Q3 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • JPL Wealth Management held 31 shares of SEI Investments worth $2.72K as of Q2 2026.
  • JPL Wealth Management left its SEI Investments share count unchanged in Q2 2026.
  • SEI Investments made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #975 holding.
  • JPL Wealth Management first reported a position in SEI Investments in Q3 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.