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

Sequoia Financial Advisors, LLC

  • $13 Billion
  • Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 2,695,517 shares of JPIE stock, worth $125 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
2,695,517
Previous 2,159,182 24.84%
Holding current value
$125 Million
Previous $99.5 Million 25.52%
% of portfolio
0.96%
Previous 0.86%

Shares

5 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

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
327
Shares Held
57.1M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email