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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 374,677 |
-4.9% |
| $110.2M |
| 0.6% |
| $300.26 |
0 |
| 2025-Q4 | Increased | 393,983 | +8.1% | $126.9M | 0.7% | $321.97 | 46 |
| 2025-Q3 | Increased | 364,523 | +1.2% | $115M | 0.7% | $312.75 | 43 |
| 2025-Q2 | Increased | 360,312 | +3.3% | $104.5M | 0.7% | $283.07 | 44 |
| 2025-Q1 | Increased | 348,688 | +19.2% | $85.5M | 0.7% | $237.97 | 50 |
| 2024-Q4 | Increased | 292,578 | +3.3% | $70.1M | 0.7% | $233.31 | 43 |
| 2024-Q3 | Increased | 283,286 | +6.7% | $59.7M | 0.6% | $203.96 | 44 |
| 2024-Q2 | Decreased | 265,413 | -3.5% | $53.7M | 0.6% | $194.90 | 0 |