Seneca Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+713
| New | +$207K | 0.08% | 57 |
|
|
2024
Q1 | – | Sell |
-1,530
| Closed | -$260K | – | 59 |
|
|
2023
Q4 | $260K | Buy |
1,530
+6
| +0.4% | +$1.02K | 0.15% | 47 |
|
|
2023
Q3 | $221K | Sell |
1,524
-220
| -13% | -$31.9K | 0.15% | 46 |
|
|
2023
Q2 | $254K | Buy |
+1,744
| New | +$254K | 0.17% | 45 |
|
|
2022
Q1 | – | Sell |
-1,329
| Closed | -$210K | – | 47 |
|
|
2021
Q4 | $210K | Buy |
1,329
+4
| +0.3% | +$633 | 0.12% | 46 |
|
|
2021
Q3 | $217K | Buy |
1,325
+1
| +0.1% | +$164 | 0.14% | 40 |
|
|
2021
Q2 | $206K | Sell |
1,324
-62
| -4% | -$9.64K | 0.13% | 41 |
|
|
2021
Q1 | $211K | Buy |
+1,386
| New | +$211K | 0.15% | 39 |
|