A detailed history of Semus Wealth Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Semus Wealth Partners LLC holds 3,661 shares of JPM stock, worth $909,941. This represents 0.54% of its overall portfolio holdings.

Number of Shares
3,661
Previous 3,843 4.74%
Holding current value
$909,941
Previous $777 Million 0.68%
% of portfolio
0.54%
Previous 0.6%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$194.9 - $224.8 $35,471 - $40,913
-182 Reduced 4.74%
3,661 $772 Million
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $11,525 - $13,106
64 Added 1.69%
3,843 $777 Million
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $668 - $801
4 Added 0.11%
3,779 $757 Million
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $17,096 - $21,457
-126 Reduced 3.23%
3,775 $642 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $4,296 - $4,740
-30 Reduced 0.76%
3,901 $566 Million
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $11,217 - $12,798
88 Added 2.29%
3,931 $572 Million
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $26,605 - $30,629
213 Added 5.87%
3,843 $501 Million
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $370,114 - $500,359
3,630 New
3,630 $487 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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