Seneca House 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 | $10.4M | Sell |
35,716
-972
| -3% | -$282K | 4.4% | 7 |
|
|
2025
Q1 | $9M | Sell |
36,688
-1,069
| -3% | -$262K | 3.83% | 8 |
|
|
2024
Q4 | $9.05M | Sell |
37,757
-2,406
| -6% | -$577K | 3.59% | 9 |
|
|
2024
Q3 | $8.47M | Sell |
40,163
-1,011
| -2% | -$213K | 3.57% | 9 |
|
|
2024
Q2 | $8.33M | Sell |
41,174
-4,712
| -10% | -$953K | 3.61% | 10 |
|
|
2024
Q1 | $9.19M | Sell |
45,886
-4,940
| -10% | -$989K | 4% | 5 |
|
|
2023
Q4 | $8.65M | Sell |
50,826
-1,941
| -4% | -$330K | 4% | 4 |
|
|
2023
Q3 | $7.64M | Sell |
52,767
-809
| -2% | -$117K | 3.97% | 6 |
|
|
2023
Q2 | $7.79M | Sell |
53,576
-143
| -0.3% | -$20.8K | 3.88% | 6 |
|
|
2023
Q1 | $7M | Buy |
53,719
+1,916
| +4% | +$250K | 3.63% | 8 |
|
|
2022
Q4 | $6.95M | Buy |
51,803
+4,555
| +10% | +$611K | 3.84% | 6 |
|
|
2022
Q3 | $4.94M | Sell |
47,248
-2,120
| -4% | -$222K | 3.66% | 6 |
|
|
2022
Q2 | $5.56M | Buy |
49,368
+1,605
| +3% | +$181K | 3.63% | 6 |
|
|
2022
Q1 | $6.51M | Buy |
47,763
+6,821
| +17% | +$930K | 3.43% | 6 |
|
|
2021
Q4 | $6.48M | Buy |
40,942
+6,360
| +18% | +$1.01M | 3.43% | 6 |
|
|
2021
Q3 | $5.66M | Buy |
34,582
+4,479
| +15% | +$733K | 3.4% | 6 |
|
|
2021
Q2 | $4.68M | Buy |
30,103
+2,987
| +11% | +$465K | 3.04% | 6 |
|
|
2021
Q1 | $4.13M | Buy |
27,116
+5
| +0% | +$761 | 2.92% | 7 |
|
|
2020
Q4 | $3.45M | Sell |
27,111
-1,015
| -4% | -$129K | 2.5% | 9 |
|
|
2020
Q3 | $2.71M | Buy |
28,126
+2,522
| +10% | +$243K | 2.14% | 12 |
|
|
2020
Q2 | $2.41M | Buy |
25,604
+2,108
| +9% | +$198K | 2.04% | 12 |
|
|
2020
Q1 | $2.11M | Buy |
23,496
+159
| +0.7% | +$14.3K | 2.24% | 10 |
|
|
2019
Q4 | $3.25M | Sell |
23,337
-1,097
| -4% | -$153K | 2.81% | 8 |
|
|
2019
Q3 | $2.88M | Sell |
24,434
-1,686
| -6% | -$198K | 2.72% | 9 |
|
|
2019
Q2 | $2.98M | Sell |
26,120
-4,066
| -13% | -$464K | 2.73% | 9 |
|
|
2019
Q1 | $3.06M | Sell |
30,186
-185
| -0.6% | -$18.7K | 2.66% | 8 |
|
|
2018
Q4 | $2.97M | Buy |
30,371
+359
| +1% | +$35K | 2.79% | 8 |
|
|
2018
Q3 | $3.39M | Buy |
30,012
+1,282
| +4% | +$145K | 2.65% | 9 |
|
|
2018
Q2 | $2.99M | Buy |
28,730
+1,899
| +7% | +$198K | 2.43% | 10 |
|
|
2018
Q1 | $2.95M | Buy |
26,831
+4,544
| +20% | +$500K | 2.47% | 10 |
|
|
2017
Q4 | $2.38M | Buy |
+22,287
| New | +$2.38M | 2.04% | 13 |
|