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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

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Quarterly 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