Back to Sequoia Financial Advisors, LLC Sequoia Financial Advisors, LLC

JPIEJPIE
9 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Yes. Sequoia Financial Advisors holds 7,131,321 shares of JPIE, worth $328.4M, as of its Q2 2026 13F filing. It increased the position by 747,797 shares (+11.7%) from Q1 2026. Sequoia Financial Advisors has held JPIE since Q2 2024, across 9 quarterly 13F filings. JPIE is 1.6% of Sequoia Financial Advisors' reported 13F portfolio.

Current Value

$328.4M

Current Shares

7.1M

Total Value Change

+$258.4M

Total Shares Change

+5.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.1M
+11.7%
$328.4M1.6%$45.62
55
2026-Q1
Increased
6.4M
+14.2%
$294.1M1.6%$45.02
55
2025-Q4
Increased
5.6M
+21.3%
$258.9M1.4%$44.83
58
2025-Q3
Increased
4.6M
+71.0%
$213.9M1.3%$44.11
72
2025-Q2
Increased
2.7M
+24.8%
$124.9M0.9%$43.40
52
2025-Q1
Increased
2.2M
+21.2%
$99.5M0.8%$42.56
50
2024-Q4
Increased
1.8M
+8.8%
$81.3M0.8%$41.75
46
2024-Q3
Increased
1.6M
+6.3%
$76M0.8%$41.62
45
2024-Q2
New
1.5M
-
$70M0.8%$40.16
58

Other major holders of JPIE: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used