Semus Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Semus Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1M	Buy	3,724 +95	+3%	+$28.8K	0.61%	40
2025 Q4	$1.17M	Buy	3,629 +15	+0.4%	+$4.64K	0.63%	39
2025 Q3	$1.14M	Sell	3,614 -69	-2%	-$20.5K	0.65%	37
2025 Q2	$1.07M	Buy	3,683 +19	+0.5%	+$4.85K	0.69%	37
2025 Q1	$899K	Hold	3,664	–	–	0.63%	37
2024 Q4	$878K	Buy	3,664 +3	+0.1%	+$699	0.58%	37
2024 Q3	$772K	Sell	3,661 -182	-5%	-$38.3K	0.54%	41
2024 Q2	$777K	Buy	3,843 +64	+2%	+$12.5K	0.6%	34
2024 Q1	$757K	Buy	3,779 +4	+0.1%	+$722	0.64%	35
2023 Q4	$642K	Sell	3,775 -126	-3%	-$19.1K	0.53%	40
2023 Q3	$566K	Sell	3,901 -30	-0.8%	-$4.5K	0.53%	41
2023 Q2	$572K	Buy	3,931 +88	+2%	+$12.1K	0.53%	43
2023 Q1	$501K	Buy	3,843 +213	+6%	+$29.2K	0.54%	47
2022 Q4	$487K	Buy	+3,630	New	+$460K	0.59%	44

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Semus Wealth Partners's JPM Position: Q1 2026 in Review

Semus Wealth Partners increased its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, buying an estimated $28.8K and bringing the position to 3,724 shares worth $1.1M. The position accounts for 0.61% of the portfolio, ranked #40.

Semus Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q4 2025. 5,062 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Semus Wealth Partners held 3,724 shares of JPMorgan Chase worth $1.1M as of Q1 2026.
Semus Wealth Partners bought 95 JPMorgan Chase shares in Q1 2026, an estimated $28.8K.
JPMorgan Chase made up 0.61% of Semus Wealth Partners's portfolio in Q1 2026, its #40 holding.
Semus Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's JPMorgan Chase position peaked at $1.17M in Q4 2025.
5,062 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.