JPMorgan Chase & Co. shares owned by Semus Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Semus Wealth Partners
from 13F filings
Historical chart of Semus Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Semus Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Semus Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.6k | 315.44 |
| 2025-06-30 | $1.1M | 3.7k | 289.93 |
| 2025-03-31 | $899k | 3.7k | 245.32 |
| 2024-12-31 | $878k | 3.7k | 239.73 |
| 2024-09-30 | $772k | 3.7k | 210.87 |
| 2024-06-30 | $777k | 3.8k | 202.27 |
| 2024-03-31 | $757k | 3.8k | 200.30 |
| 2023-12-31 | $642k | 3.8k | 170.09 |
| 2023-09-30 | $566k | 3.9k | 145.03 |
| 2023-06-30 | $572k | 3.9k | 145.45 |
| 2023-03-31 | $501k | 3.8k | 130.30 |
| 2022-12-31 | $487k | 3.6k | 134.09 |