Semus Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,683
+19
| +0.5% | +$5.51K | 0.69% | 37 |
|
|
2025
Q1 | $899K | Hold |
3,664
| – | – | 0.63% | 37 |
|
|
2024
Q4 | $878K | Buy |
3,664
+3
| +0.1% | +$719 | 0.58% | 37 |
|
|
2024
Q3 | $772K | Sell |
3,661
-182
| -5% | -$38.4K | 0.54% | 41 |
|
|
2024
Q2 | $777K | Buy |
3,843
+64
| +2% | +$12.9K | 0.6% | 34 |
|
|
2024
Q1 | $757K | Buy |
3,779
+4
| +0.1% | +$801 | 0.64% | 35 |
|
|
2023
Q4 | $642K | Sell |
3,775
-126
| -3% | -$21.4K | 0.53% | 40 |
|
|
2023
Q3 | $566K | Sell |
3,901
-30
| -0.8% | -$4.35K | 0.53% | 41 |
|
|
2023
Q2 | $572K | Buy |
3,931
+88
| +2% | +$12.8K | 0.53% | 43 |
|
|
2023
Q1 | $501K | Buy |
3,843
+213
| +6% | +$27.8K | 0.54% | 47 |
|
|
2022
Q4 | $487K | Buy |
+3,630
| New | +$487K | 0.59% | 44 |
|