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

Sequoia Financial Advisors, LLC holds 390,881 shares of JPM (JPMORGAN CHASE & CO), worth $127.9M as of 2026-Q2. The position was increased (+4.3% shares). JPM represents 0.6% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$127.9M

Current Shares

390,881

Total Value Change

+$68.2M

Total Shares Change

+107,595

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
390,881
+4.3%
$127.9M0.6%$325.86
44
2026-Q1
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

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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