Position in JPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,207,520
+$112,069 QoQ
Shares Held
3,689
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#3,457
of 5,058 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Semus Wealth Partners LLC holds $2,078,873 across 3 Banks - Diversified names. JPM ranks #1 (58.1% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,520 | 3,689 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,095,451 | 3,724 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,169,336 | 3,629 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,139,964 | 3,614 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,067,738 | 3,683 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $898,779 | 3,664 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $878,297 | 3,664 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $771,958 | 3,661 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $777,285 | 3,843 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $756,933 | 3,779 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $642,127 | 3,775 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $565,723 | 3,901 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $571,724 | 3,931 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $500,781 | 3,843 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $486,783 | 3,630 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||