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

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 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 4,609,570 shares of JPIE stock, worth $214 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

4,609,570

Holding current value

$214 Million

% of portfolio

1.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$46.01 - $46.55 $212 Million - $215 Million	4,609,570 New	4,609,570 $214 Million
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

363

Shares Held

68.3M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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