SeaCrest Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1728121 PURCHASE, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,765,924

-$1,316,422 QoQ

Shares Held

14,560

-29.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#2,150

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $9,223,976 across 5 Banks - Diversified names. JPM ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,560	$4,765,924
2	BAC	Bank Of America Corp /De/	28,240	$1,609,115
3	C	Citigroup Inc	9,244	$1,293,790
4	WFC	Wells Fargo & Company/Mn	9,467	$782,352
5	BNY	Bank of New York Mellon Corp	5,344	$772,795

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,765,924	14,560	-29.6%	Shares	Sole	2026-07-09
2026-03-31	$6,082,346	20,677	-5.0%	Shares	Sole	2026-04-15
2025-12-31	$7,013,762	21,767	-3.9%	Shares	Sole	2026-01-12
2025-09-30	$7,143,858	22,648	-6.9%	Shares	Sole	2025-11-13
2025-06-30	$7,051,480	24,323	-16.4%	Shares	Sole	2025-07-11
2025-03-31	$7,133,324	29,080	+5.0%	Shares	Sole	2025-04-11
2024-12-31	$6,638,049	27,692	-1.7%	Shares	Sole	2025-01-14
2024-09-30	$5,940,137	28,171	+3.6%	Shares	Sole	2024-10-16
2024-06-30	$5,501,674	27,201	+1.5%	Shares	Sole	2024-07-22
2024-03-31	$5,369,842	26,809	-16.2%	Shares	Sole	2024-04-18
2023-12-31	$5,443,540	32,002	-0.0%	Shares	Sole	2024-01-18
2023-09-30	$4,641,365	32,005	-16.5%	Shares	Sole	2023-10-12
2023-06-30	$5,575,296	38,334	+15.0%	Shares	Sole	2023-07-14
2023-03-31	$4,344,926	33,343	-1.3%	Shares	Sole	2023-05-12
2022-12-31	$4,531,775	33,794	+2.1%	Shares	Sole	2023-02-14
2022-09-30	$3,459,159	33,102	-0.0%	Shares	Sole	2022-11-15
2022-06-30	$3,728,854	33,113	+0.3%	Shares	Sole	2022-08-09
2022-03-31	$4,498,287	32,998	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$5,221,116	32,972	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$5,462,335	33,370	+2.9%	Shares	Sole	2021-11-16
2021-06-30	$5,045,873	32,441	-0.2%	Shares	Sole	2021-08-12
2021-03-31	$4,950,824	32,522	+3.5%	Shares	Sole	2021-05-17
2020-12-31	$3,992,666	31,421	+0.5%	Shares	Sole	2021-02-09
2020-09-30	$3,010,266	31,269	-1.2%	Shares	Sole	2020-11-12
2020-06-30	$2,975,964	31,639	-0.8%	Shares	Sole	2020-07-27
2020-03-31	$2,870,786	31,887	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.