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SeaCrest Wealth Management, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SeaCrest Wealth Management, LLC on JEPI, newest first. How the timeline and the estimate are built.

SeaCrest Wealth Management, LLC held 114,678 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,678 shares
    Change vs previous 13F -22,642 shares

    0.72% of the 13F portfolio, value $6,477,039.

    13F-HR 0001951757-26-000948 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 137,320 shares
    Change vs previous 13F -156 shares

    0.83% of the 13F portfolio, value $7,783,324.

    13F-HR 0001951757-26-000599 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 137,476 shares
    Change vs previous 13F -4,635 shares

    0.8% of the 13F portfolio, value $7,940,632.

    13F-HR 0001951757-26-000045 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 142,111 shares
    Change vs previous 13F -1,780 shares

    0.85% of the 13F portfolio, value $8,087,510.

    13F-HR 0001951757-25-001427 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 143,891 shares
    Change vs previous 13F +11,394 shares

    0.89% of the 13F portfolio, value $8,180,204.

    13F-HR 0001951757-25-000618 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 132,497 shares
    Change vs previous 13F +7,376 shares

    0.86% of the 13F portfolio, value $7,570,881.

    13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 125,121 shares
    Change vs previous 13F +19,160 shares

    0.76% of the 13F portfolio, value $7,198,238.

    13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 105,961 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,305,739.

    13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).