Position history for Sequoia Financial Advisors, LLC's holdings in JPMORGAN CHASE & CO
Sequoia Financial Advisors, LLC holds 393,983 shares of JPM (JPMORGAN CHASE & CO), worth $126.9M as of 2025-Q4. The position was increased (++8.1% shares). JPM represents 0.7% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$126.9M
Current Shares
393,983
Total Value Change
+$73.3M
Total Shares Change
+128,570
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |