Back to Sequoia Financial Advisors, LLC

JPM
Showing 8 of 29 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in JPMORGAN CHASE & CO

Sequoia Financial Advisors, LLC holds 374,677 shares of JPM (JPMORGAN CHASE & CO), worth $110.2M as of 2026-Q1. The position was decreased (-4.9% shares). JPM represents 0.6% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$110.2M

Current Shares

374,677

Total Value Change

+$56.5M

Total Shares Change

+109,264

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
374,677
-4.9%
$110.2M0.6%$300.26
0
2025-Q4
Increased
393,983
+8.1%
$126.9M0.7%$321.97
46
2025-Q3
Increased
364,523
+1.2%
$115M0.7%$312.75
43
2025-Q2
Increased
360,312
+3.3%
$104.5M0.7%$283.07
44
2025-Q1
Increased
348,688
+19.2%
$85.5M0.7%$237.97
50
2024-Q4
Increased
292,578
+3.3%
$70.1M0.7%$233.31
43
2024-Q3
Increased
283,286
+6.7%
$59.7M0.6%$203.96
44
2024-Q2
Decreased
265,413
-3.5%
$53.7M0.6%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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