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JPIE
8 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.4M
+14.2%
$294.1M1.6%$46.30
55
2025-Q4
Increased
5.6M
+21.3%
$258.9M1.4%$46.10
58
2025-Q3
Increased
4.6M
+71.0%
$213.9M1.3%$45.37
72
2025-Q2
Increased
2.7M
+24.8%
$124.9M0.9%$44.56
52
2025-Q1
Increased
2.2M
+21.2%
$99.5M0.8%$43.72
50
2024-Q4
Increased
1.8M
+8.8%
$81.3M0.8%$42.89
46
2024-Q3
Increased
1.6M
+6.3%
$76M0.8%$42.78
45
2024-Q2
New
1.5M
-
$70M0.8%$41.29
58

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

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