Position history for Sequoia Financial Advisors, LLC's holdings in J P MORGAN EXCHANGE TRADED F
Sequoia Financial Advisors, LLC holds 6.4M shares of JPIE (J P MORGAN EXCHANGE TRADED F), worth $294.1M as of 2026-Q1. The position was increased (+14.2% shares). JPIE represents 1.6% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$294.1M
Current Shares
6.4M
Total Value Change
+$224.1M
Total Shares Change
+4.8M
Other major holders of JPIE: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO, MORGAN STANLEY
Increased |
| 6.4M |
+14.2% |
| $294.1M |
| 1.6% |
| $46.30 |
55 |
| 2025-Q4 | Increased | 5.6M | +21.3% | $258.9M | 1.4% | $46.10 | 58 |
| 2025-Q3 | Increased | 4.6M | +71.0% | $213.9M | 1.3% | $45.37 | 72 |
| 2025-Q2 | Increased | 2.7M | +24.8% | $124.9M | 0.9% | $44.56 | 52 |
| 2025-Q1 | Increased | 2.2M | +21.2% | $99.5M | 0.8% | $43.72 | 50 |
| 2024-Q4 | Increased | 1.8M | +8.8% | $81.3M | 0.8% | $42.89 | 46 |
| 2024-Q3 | Increased | 1.6M | +6.3% | $76M | 0.8% | $42.78 | 45 |
| 2024-Q2 | New | 1.5M | - | $70M | 0.8% | $41.29 | 58 |