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JPSTJPST
21 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Sequoia Financial Advisors, LLC holds 108,040 shares of JPST (J P MORGAN EXCHANGE TRADED F), worth $5.5M as of 2026-Q2. The position was decreased (-28.0% shares). JPST represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$5.5M

Current Shares

108,040

Total Value Change

-$32.2M

Total Shares Change

-633,486

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
108,040
-28.0%
$5.5M0.0%$50.23
0
2026-Q1
Decreased
150,091
-5.4%
$7.6M0.0%$49.76
0
2025-Q4
Increased
158,598
+64.3%
$8M0.0%$49.41
40
2025-Q3
Increased
96,532
+32.2%
$4.9M0.0%$48.83
34
2025-Q2
Decreased
72,999
-37.0%
$3.7M0.0%$48.25
0
2025-Q1
Increased
115,866
+240.4%
$5.9M0.0%$47.65
44
2024-Q4
Increased
34,040
+13.6%
$1.7M0.0%$47.06
29
2024-Q3
Decreased
29,969
-11.9%
$1.5M0.0%$46.64
0
2024-Q2
Decreased
34,026
-33.1%
$1.7M0.0%$45.78
0
2024-Q1
Decreased
50,873
-7.5%
$2.6M0.0%$45.15
0
2023-Q4
Decreased
55,027
-22.1%
$2.8M0.0%$44.57
0
2023-Q3
Decreased
70,618
-19.4%
$3.5M0.1%$43.74
0
2023-Q2
Decreased
87,562
-76.3%
$4.4M0.1%$43.16
0
2023-Q1
Decreased
369,472
-8.6%
$18.6M0.4%$42.83
0
2022-Q4
Increased
404,431
+6.9%
$20.3M0.5%$42.39
36
2022-Q3
Decreased
378,305
-12.5%
$19M0.6%$41.94
0
2022-Q2
Decreased
432,323
-64.3%
$21.7M0.6%$41.72
0
2022-Q1
Increased
1.2M
+47.1%
$60.9M1.5%$41.78
64
2021-Q4
Increased
823,855
+202.2%
$41.6M1.1%$41.92
74
2021-Q3
Decreased
272,655
-63.2%
$13.8M1.4%$42.01
0
2021-Q2
New
741,526
-
$37.6M1.4%$41.96
66

Other major holders of JPST: JPMORGAN CHASE & CO

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