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
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: Q1 2026 in Review

JPL Wealth Management opened a new position in SEI Investments (SEIC) in Q1 2026: 31 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SEIC as recently as Q3 2025.

JPL Wealth Management first reported a position in SEIC in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.63K in Q3 2025. 565 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.

  • JPL Wealth Management held 31 shares of SEI Investments worth $2.43K as of Q1 2026.
  • SEI Investments was a new JPL Wealth Management position in Q1 2026.
  • SEI Investments made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #909 holding.
  • JPL Wealth Management first reported a position in SEI Investments in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's SEI Investments position peaked at $2.63K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.