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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
Q2 		$1.21M Sell
3,689
-35
-0.9% -$10.9K 0.58% 38
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Semus Wealth Partners's JPM Position: Q2 2026 in Review

Semus Wealth Partners reduced its JPMorgan Chase (JPM) stake by 0.94% in Q2 2026, selling an estimated $10.9K and leaving 3,689 shares worth $1.21M. The position accounts for 0.58% of the portfolio, ranked #38.

Semus Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Semus Wealth Partners held 3,689 shares of JPMorgan Chase worth $1.21M as of Q2 2026.
  • Semus Wealth Partners sold 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
  • JPMorgan Chase made up 0.58% of Semus Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Semus Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.