Sequoia Financial Advisors, LLC Jpmorgan Chase & CO Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 283,286 shares of JPM stock, worth $67.9 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

283,286

Previous 265,413 6.73%

Holding current value

$67.9 Million

Previous $53.7 Million 11.23%

% of portfolio

0.67%

Previous 0.67%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$194.9 - $224.8 $3.48 Million - $4.02 Million	17,873 Added 6.73%	283,286 $59.7 Million
Q2 2024 Jul 15, 2024	SELL	$180.08 - $204.79 $1.74 Million - $1.98 Million	-9,668 Reduced 3.51%	265,413 $53.7 Million
Q1 2024 Apr 30, 2024	SELL	$167.09 - $200.3 $992,514 - $1.19 Million	-5,940 Reduced 2.11%	275,081 $55.1 Million
Q4 2023 Jan 25, 2024	BUY	$135.69 - $170.3 $8.1 Million - $10.2 Million	59,679 Added 26.96%	281,021 $47.8 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $525,007 - $579,228	3,666 Added 1.68%	221,342 $32.1 Million
Q2 2023 Aug 08, 2023	SELL	$127.47 - $145.44 $2.03 Million - $2.32 Million	-15,957 Reduced 6.83%	217,676 $31.7 Million
Q1 2023 Apr 24, 2023	BUY	$124.91 - $143.8 $1.67 Million - $1.92 Million	13,380 Added 6.07%	233,633 $30.4 Million
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $49,246 - $66,576	-483 Reduced 0.22%	220,253 $29.5 Million
Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $5.98 Million - $8.09 Million	58,666 Added 36.2%	220,736 $0
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $205,517 - $1.2 Million	9,914 Added 6.52%	162,070 $16.9 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $1.91 Million - $2.3 Million	16,934 Added 12.52%	152,156 $17.1 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $5.29 Million - $6.95 Million	41,252 Added 43.9%	135,222 $18.4 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $10.7 Million - $11.9 Million	69,376 Added 282.09%	93,970 $14.9 Million
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $10.3 Million - $11.7 Million	-70,026 Reduced 74.01%	24,594 $4.03 Million
Q2 2021 Jul 27, 2021	BUY	$147.37 - $166.44 $1.68 Million - $1.9 Million	11,428 Added 13.74%	94,620 $14.7 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $786,192 - $986,416	6,257 Added 8.13%	83,192 $12.7 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $222,138 - $292,388	2,301 Added 3.08%	76,935 $9.78 Million
Q3 2020 Oct 23, 2020	BUY	$91.28 - $103.82 $3.47 Million - $3.94 Million	37,990 Added 103.67%	74,634 $7.19 Million
Q2 2020 Aug 25, 2020	BUY	$84.03 - $113.45 $3.08 Million - $4.16 Million	36,644 New	36,644 $3.45 Million
Q2 2020 Aug 11, 2020	SELL	$84.03 - $113.45 $2.84 Million - $3.84 Million	-33,814 Closed	0 $3.45 Million
Q1 2020 May 11, 2020	BUY	$79.03 - $141.09 $112,301 - $200,488	1,421 Added 4.39%	33,814 $3.04 Million
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $67,762 - $84,476	606 Added 1.91%	32,393 $4.52 Million
Q3 2019 Oct 22, 2019	SELL	$104.8 - $120.23 $165,688 - $190,083	-1,581 Reduced 4.74%	31,787 $3.74 Million
Q2 2019 Jul 31, 2019	BUY	$104.64 - $116.12 $237,323 - $263,360	2,268 Added 7.29%	33,368 $3.73 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $1.5 Million - $1.66 Million	15,467 Added 98.94%	31,100 $3.15 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $7,186 - $8,994	-78 Reduced 0.5%	15,633 $1.53 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $63,098 - $72,245	-609 Reduced 3.73%	15,711 $1.77 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $10,840 - $12,000	-105 Reduced 0.64%	16,320 $1.7 Million
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $120,814 - $134,091	1,129 Added 7.38%	16,425 $1.81 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $233,035 - $262,134	2,431 Added 18.9%	15,296 $1.64 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $94,609 - $102,195	1,070 Added 9.07%	12,865 $1.23 Million
Q2 2017 Aug 09, 2017	BUY	N/A	11,795	11,795 $1.08 Million

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $703B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Jpmorgan Chase & CO Transaction History