JWA
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JFS Wealth Advisors’s Chemed CHE Stock Holding History

JFS Wealth Advisors’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.73K Buy
8
+5
+167% +$2.1K ﹤0.01% 1398
2026
Q1 		$1.13K Sell
3
-3
-50% -$1.28K ﹤0.01% 1643
2025
Q4 		$2.57K Buy
6
+4
+200% +$1.74K ﹤0.01% 1467
2025
Q3 		$896 Sell
2
-8
-80% -$3.62K ﹤0.01% 1655
2025
Q2 		$4.87K Hold
10
– – ﹤0.01% 1098
2025
Q1 		$6.15K Hold
10
– – ﹤0.01% 1039
2024
Q4 		$5.3K Hold
10
– – ﹤0.01% 1110
2024
Q3 		$6.01K Hold
10
– – ﹤0.01% 1056
2024
Q2 		$5.43K Hold
10
– – ﹤0.01% 1031
2024
Q1 		$6.42K Hold
10
– – ﹤0.01% 1003
2023
Q4 		$5.85K Hold
10
– – ﹤0.01% 987
2023
Q3 		$5.2K Hold
10
– – ﹤0.01% 981
2023
Q2 		$5.42K Sell
10
-1
-9% -$547 ﹤0.01% 965
2023
Q1 		$5.92K Buy
11
+1
+10% +$510 ﹤0.01% 917
2022
Q4 		$5.1K Sell
10
-1
-9% -$487 ﹤0.01% 983
2022
Q3 		$5K Buy
11
+4
+57% +$1.92K ﹤0.01% 971
2022
Q2 		$3K Sell
7
-1
-13% -$488 ﹤0.01% 1158
2022
Q1 		$4K Buy
8
+4
+100% +$1.92K ﹤0.01% 1115
2021
Q4 		$2K Buy
+4
New +$1.92K ﹤0.01% 1048

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

JFS Wealth Advisors's CHE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Chemed (CHE) stake by 167% in Q2 2026, buying an estimated $2.1K and bringing the position to 8 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

JFS Wealth Advisors first reported a position in CHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.42K in Q1 2024. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • JFS Wealth Advisors held 8 shares of Chemed worth $3.73K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Chemed shares in Q2 2026, an estimated $2.1K.
  • Chemed made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1398 holding.
  • JFS Wealth Advisors first reported a position in Chemed in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Chemed position peaked at $6.42K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.