A detailed history of Seneca Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 713 shares of JPM stock, worth $214,534. This represents 0.08% of its overall portfolio holdings.

Number of Shares
713
Holding current value
$214,534
% of portfolio
0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 27, 2025

BUY
$210.28 - $289.91 $149,929 - $206,705
713 New
713 $207 Million
Q1 2024

Aug 27, 2025

SELL
$167.09 - $200.3 $255,647 - $306,459
-1,530 Closed
0 $0
Q4 2023

Aug 27, 2025

BUY
$135.69 - $170.3 $814 - $1,021
6 Added 0.39%
1,530 $260 Million
Q3 2023

Aug 27, 2025

SELL
$143.21 - $158.0 $31,506 - $34,760
-220 Reduced 12.61%
1,524 $221 Million
Q2 2023

Aug 27, 2025

BUY
$127.47 - $145.44 $222,307 - $253,647
1,744 New
1,744 $254 Million
Q1 2022

Aug 27, 2025

SELL
$128.3 - $168.44 $170,510 - $223,856
-1,329 Closed
0 $0
Q4 2021

Aug 27, 2025

BUY
$153.94 - $171.78 $615 - $687
4 Added 0.3%
1,329 $210 Million
Q3 2021

Aug 27, 2025

BUY
$146.97 - $166.98 $146 - $166
1 Added 0.08%
1,325 $217 Million
Q2 2021

Aug 27, 2025

SELL
$147.37 - $166.44 $9,136 - $10,319
-62 Reduced 4.47%
1,324 $206 Million
Q1 2021

Aug 27, 2025

BUY
$125.65 - $157.65 $174,150 - $218,502
1,386 New
1,386 $211 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $883B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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