JPMorgan Chase & Co. shares owned by Seneca Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Seneca Financial Advisors
from 13F filings
Historical chart of Seneca Financial Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Seneca Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Seneca Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $233k | 723 | 322.22 |
| 2025-09-30 | $225k | 713 | 315.43 |
| 2025-06-30 | $207k | 713 | 289.91 |
| 2023-12-31 | $260k | 1.5k | 170.05 |
| 2023-09-30 | $221k | 1.5k | 145.02 |
| 2023-06-30 | $254k | 1.7k | 145.47 |
| 2021-12-31 | $210k | 1.3k | 158.33 |
| 2021-09-30 | $217k | 1.3k | 163.66 |
| 2021-06-30 | $206k | 1.3k | 155.50 |
| 2021-03-31 | $211k | 1.4k | 152.19 |