Towercrest Capital Management

Position in JPM — Jpmorgan Chase & Co

CIK 1633288 NEWTOWN, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,182,315

-$61,393 QoQ

Shares Held

3,612

-14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#3,476

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Towercrest Capital Management holds $2,327,274 across 3 Banks - Diversified names. JPM ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,612	$1,182,315
2	BAC	Bank Of America Corp /De/	12,875	$733,617
3	C	Citigroup Inc	2,939	$411,342

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,182,315	3,612	-14.6%	Shares	Sole	2026-08-03
2026-03-31	$1,243,708	4,228	+0.6%	Shares	Sole	2026-05-01
2025-12-31	$1,354,612	4,204	-1.5%	Shares	Sole	2026-01-21
2025-09-30	$1,346,570	4,269	-2.5%	Shares	Sole	2025-10-24
2025-06-30	$1,268,936	4,377	-8.4%	Shares	Sole	2025-08-05
2025-03-31	$1,172,288	4,779	-49.5%	Shares	Sole	2025-05-08
2024-12-31	$2,267,416	9,459	-0.4%	Shares	Sole	2025-02-11
2024-09-30	$2,002,959	9,499	-7.8%	Shares	Sole	2024-11-12
2024-06-30	$2,084,087	10,304	0.0%	Shares	Sole	2024-08-06
2024-03-31	$2,063,891	10,304	0.0%	Shares	Sole	2024-05-10
2023-12-31	$1,752,710	10,304	+0.3%	Shares	Sole	2024-02-08
2023-09-30	$1,490,370	10,277	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,494,396	10,275	+4.5%	Shares	Sole	2023-08-04
2023-03-31	$1,281,077	9,831	0.0%	Shares	Sole	2023-05-11
2022-12-31	$1,318,337	9,831	+4.4%	Shares	Sole	2023-02-09
2022-09-30	$984,494	9,421	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$1,105,942	9,821	-3.2%	Shares	Sole	2022-08-11
2022-03-31	$1,383,375	10,148	+1.0%	Shares	Sole	2022-05-11
2021-12-31	$1,591,100	10,048	0.0%	Shares	Sole	2022-02-10
2021-09-30	$1,644,757	10,048	+8.5%	Shares	Sole	2021-12-10
2021-06-30	$1,439,989	9,258	-6.6%	Shares	Sole	2021-08-13
2021-03-31	$1,508,751	9,911	-20.7%	Shares	Sole	2021-05-14
2020-12-31	$1,588,375	12,500	-10.3%	Shares	Sole	2021-02-12
2020-09-30	$1,341,426	13,934	+0.6%	Shares	Sole	2020-11-13
2020-06-30	$1,303,107	13,854	-3.5%	Shares	Sole	2020-08-13
2020-03-31	$1,292,290	14,354	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.