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
2026 Q2	$237K	Hold	723	–	–	0.06%	60
2026 Q1	$213K	Hold	723	–	–	0.06%	60
2025 Q4	$233K	Buy	723 +10	+1%	+$3.1K	0.07%	57
2025 Q3	$225K	Hold	713	–	–	0.07%	55
2025 Q2	$207K	Buy	+713	New	+$182K	0.08%	57
2024 Q1	–	Sell	-1,530	Closed	-$260K	–	59
2023 Q4	$260K	Buy	1,530 +6	+0.4%	+$909	0.15%	47
2023 Q3	$221K	Sell	1,524 -220	-13%	-$33K	0.15%	46
2023 Q2	$254K	Buy	+1,744	New	+$240K	0.17%	45
2022 Q1	–	Sell	-1,329	Closed	-$210K	–	47
2021 Q4	$210K	Buy	1,329 +4	+0.3%	+$657	0.12%	46
2021 Q3	$217K	Buy	1,325 +1	+0.1%	+$157	0.14%	40
2021 Q2	$206K	Sell	1,324 -62	-4%	-$9.74K	0.13%	41
2021 Q1	$211K	Buy	+1,386	New	+$199K	0.15%	39

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Seneca Financial Advisors's JPM Position: Q2 2026 in Review

Seneca Financial Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 723 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #60.

Seneca Financial Advisors first reported a position in JPM in Q1 2021 and has held it in 12 quarters since. The position peaked at $260K in Q4 2023. 2,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Seneca Financial Advisors held 723 shares of JPMorgan Chase worth $237K as of Q2 2026.
Seneca Financial Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.06% of Seneca Financial Advisors's portfolio in Q2 2026, its #60 holding.
Seneca Financial Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 12 quarters since.
Seneca Financial Advisors's JPMorgan Chase position peaked at $260K in Q4 2023.
2,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.