JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSeacrest Wealth Management, Llc
Latest Disclosed Ownership20,677 shares
Latest Disclosed Value $ 6,082,453
Seacrest Wealth Management, Llc reports 5.01% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Seacrest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 20,677 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,082,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 21,767 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.01% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,677 -1,090 -5.01 6,082 -14.54 0.6505
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,767 -881 -3.89 7,118 3.37 0.7203
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 22,648 -1,675 -6.89 6,886 -2.35 0.7264
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 24,323 -4,757 -16.36 7,052 -1.15 0.7658
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 29,080 1,388 5.01 7,133 7.47 0.8075
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,692 -479 -1.70 6,638 11.73 0.6978
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 28,171 970 3.57 5,940 7.98 0.6397
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 27,201 392 1.46 5,502 2.46 0.6261
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 26,809 -5,193 -16.23 5,370 -2.59 0.6565
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 32,002 -3 -0.01 5,513 18.77 0.6809
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 32,005 -6,329 -16.51 4,641 -16.75 0.6030
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 38,334 4,991 14.97 5,575 28.34 0.7039
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,343 -451 -1.33 4,345 -4.13 0.5885
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,794 692 2.09 4,532 30.99 0.6500
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 33,102 -11 -0.03 3,459 -7.24 0.5250
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 33,113 115 0.35 3,729 -17.10 0.4694
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 32,998 26 0.08 4,498 -13.85 0.5166
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 32,972 -398 -1.19 5,221 -4.41 0.5727
2021-11-16 2021-09-30 13F JPMORGAN CHASE COM 46625H100 33,370 929 2.86 5,462 8.24 0.6588
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 32,441 -81 -0.25 5,046 1.92 0.6085
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 32,522 1,101 3.50 4,951 23.99 0.6555
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,421 152 0.49 3,993 32.66 0.5614
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 31,269 -370 -1.17 3,010 1.14 0.4824
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 31,639 -248 -0.78 2,976 3.66 0.5143
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,887 1,318 4.31 2,871 -32.62 0.6171
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 30,569 -145 -0.47 4,261 17.87 0.7140
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 30,714 2,061 7.19 3,615 12.86 0.6767
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 28,653 2,639 10.14 3,203 21.65 0.6520
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 26,014 804 3.19 2,633 6.99 0.4517
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 25,210 -2,289 -8.32 2,461 -20.69 0.5073
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 27,499 591 2.20 3,103 10.66 0.5251
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 26,908 177 0.66 2,804 -4.63 0.5051
2018-04-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 26,731 184 0.69 2,940 3.56 0.5392
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 26,547 26,547 2,839 0.5191
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.