Seneca Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Seneca Financial Advisors’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
2025 Q3	$225K	Hold
2025 Q2	$207K	Buy
2024 Q1	–	Sell
2023 Q4	$260K	Buy
2023 Q3	$221K	Sell
2023 Q2	$254K	Buy
2022 Q1	–	Sell
2021 Q4	$210K	Buy
2021 Q3	$217K	Buy
2021 Q2	$206K	Sell
2021 Q1	$211K	Buy