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Semus Wealth Partners LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Semus Wealth Partners LLC on JPM, newest first. How the timeline and the estimate are built.

Semus Wealth Partners LLC held 3,689 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,689 shares
    Change vs previous 13F -35 shares

    0.58% of the 13F portfolio, value $1,207,552.

    13F-HR 0001172661-26-003186 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,724 shares
    Change vs previous 13F +95 shares

    0.61% of the 13F portfolio, value $1,095,482.

    13F-HR 0001172661-26-001533 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,629 shares
    Change vs previous 13F +15 shares

    0.63% of the 13F portfolio, value $1,169,488.

    13F-HR 0001172661-26-000325 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,614 shares
    Change vs previous 13F -69 shares

    0.65% of the 13F portfolio, value $1,140,013.

    13F-HR 0001172661-25-004356 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,683 shares
    Change vs previous 13F +19 shares

    0.69% of the 13F portfolio, value $1,067,825.

    13F-HR 0001172661-25-003021 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,664 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $898,853.

    13F-HR 0001172661-25-001605 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,664 shares
    Change vs previous 13F +3 shares

    0.58% of the 13F portfolio, value $878,361.

    13F-HR 0001172661-25-000459 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,661 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $772,011.

    13F-HR 0001172661-24-004510 filed by Semus Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).