A detailed history of Seneca House Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Seneca House Advisors holds 40,163 shares of JPM stock, worth $9.98 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
40,163
Previous 41,174 2.46%
Holding current value
$9.98 Million
Previous $8.33 Million 1.66%
% of portfolio
3.68%
Previous 3.7%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$194.9 - $224.8 $197,043 - $227,272
-1,011 Reduced 2.46%
40,163 $8.47 Million
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $848,536 - $964,970
-4,712 Reduced 10.27%
41,174 $8.33 Million
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $825,424 - $989,482
-4,940 Reduced 9.72%
45,886 $9.19 Million
Q4 2023

Jan 09, 2024

SELL
$135.69 - $170.3 $263,374 - $330,552
-1,941 Reduced 3.68%
50,826 $8.65 Million
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $115,856 - $127,822
-809 Reduced 1.51%
52,767 $7.65 Million
Q2 2023

Jul 20, 2023

SELL
$127.47 - $145.44 $18,228 - $20,797
-143 Reduced 0.27%
53,576 $7.79 Million
Q1 2023

Apr 11, 2023

BUY
$124.91 - $143.8 $239,327 - $275,520
1,916 Added 3.7%
53,719 $7 Million
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $464,427 - $627,861
4,555 Added 9.64%
51,803 $6.95 Million
Q3 2022

Oct 07, 2022

SELL
$20.73 - $120.58 $43,947 - $255,629
-2,120 Reduced 4.29%
47,248 $4.94 Million
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $180,739 - $218,135
1,605 Added 3.36%
49,368 $5.56 Million
Q1 2022

Apr 14, 2022

BUY
$128.3 - $168.44 $875,134 - $1.15 Million
6,821 Added 16.66%
47,763 $6.51 Million
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $979,058 - $1.09 Million
6,360 Added 18.39%
40,942 $6.48 Million
Q3 2021

Oct 14, 2021

BUY
$146.97 - $166.98 $658,278 - $747,903
4,479 Added 14.88%
34,582 $5.66 Million
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $440,194 - $497,156
2,987 Added 11.02%
30,103 $4.68 Million
Q1 2021

Apr 27, 2021

BUY
$125.65 - $157.65 $628 - $788
5 Added 0.02%
27,116 $4.13 Million
Q4 2020

Jan 19, 2021

SELL
$96.54 - $127.07 $97,988 - $128,976
-1,015 Reduced 3.61%
27,111 $3.45 Million
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $230,208 - $261,834
2,522 Added 9.85%
28,126 $2.71 Million
Q2 2020

Aug 12, 2020

BUY
$84.03 - $113.45 $177,135 - $239,152
2,108 Added 8.97%
25,604 $2.41 Million
Q1 2020

Apr 09, 2020

BUY
$79.03 - $141.09 $12,565 - $22,433
159 Added 0.68%
23,496 $2.11 Million
Q4 2019

Jan 13, 2020

SELL
$111.82 - $139.4 $122,666 - $152,921
-1,097 Reduced 4.49%
23,337 $3.25 Million
Q3 2019

Oct 15, 2019

SELL
$104.8 - $120.23 $176,692 - $202,707
-1,686 Reduced 6.45%
24,434 $2.88 Million
Q2 2019

Jul 23, 2019

SELL
$104.64 - $116.12 $425,466 - $472,143
-4,066 Reduced 13.47%
26,120 $2.98 Million
Q1 2019

Apr 22, 2019

SELL
$97.11 - $107.19 $17,965 - $19,830
-185 Reduced 0.61%
30,186 $3.06 Million
Q4 2018

Jan 14, 2019

BUY
$92.14 - $115.32 $33,078 - $41,399
359 Added 1.2%
30,371 $2.97 Million
Q3 2018

Oct 19, 2018

BUY
$103.61 - $118.63 $132,828 - $152,083
1,282 Added 4.46%
30,012 $3.39 Million
Q2 2018

Jul 23, 2018

BUY
$103.24 - $114.29 $196,052 - $217,036
1,899 Added 7.08%
28,730 $2.99 Million
Q1 2018

Apr 12, 2018

BUY
$107.01 - $118.77 $486,253 - $539,690
4,544 Added 20.39%
26,831 $2.95 Million
Q4 2017

Feb 20, 2018

BUY
$95.86 - $107.83 $2.14 Million - $2.4 Million
22,287
22,287 $2.38 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 $729B
  • 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
Track This Portfolio

Track Seneca House Advisors Portfolio

Follow Seneca House Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seneca House Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Seneca House Advisors with notifications on news.