Sequoia Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$45.12 - $46.32 $24.2 Million - $24.8 Million	536,335 Added 24.84%	2,695,517 $125 Million
Q1 2025 Apr 23, 2025	BUY	$45.46 - $46.18 $17.2 Million - $17.4 Million	377,406 Added 21.18%	2,159,182 $99.5 Million
Q4 2024 Aug 08, 2025	SELL	$45.59 - $46.25 $41.7 Million - $42.3 Million	-913,741 Reduced 33.9%	1,781,776 $81.3 Million
Q4 2024 Feb 07, 2025	BUY	$45.59 - $46.25 $6.58 Million - $6.68 Million	144,345 Added 8.82%	1,781,776 $81.3 Million
Q3 2024 Oct 21, 2024	BUY	$45.17 - $46.39 $4.4 Million - $4.52 Million	97,513 Added 6.33%	1,637,431 $76 Million
Q2 2024 Jul 15, 2024	BUY	$44.81 - $45.47 $69 Million - $70 Million	1,539,918 New	1,539,918 $70 Million

Others Institutions Holding JPIE

# of Institutions

348

Shares Held

60.1M

Call Options Held

0

Put Options Held

0

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

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