JPMorgan Chase & Co. shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $115M | 365k | 315.43 |
| 2025-06-30 | $105M | 360k | 289.91 |
| 2025-03-31 | $86M | 349k | 245.30 |
| 2024-12-31 | $70M | 293k | 239.71 |
| 2024-09-30 | $60M | 283k | 210.86 |
| 2024-06-30 | $54M | 265k | 202.26 |
| 2024-03-31 | $55M | 275k | 200.30 |
| 2023-12-31 | $48M | 281k | 170.10 |
| 2023-09-30 | $32M | 221k | 145.02 |
| 2023-06-30 | $32M | 218k | 145.44 |
| 2023-03-31 | $30M | 234k | 130.31 |
| 2022-12-31 | $30M | 221k | 134.10 |
| 2022-09-30 | $17M | 162k | 104.52 |
| 2022-06-30 | $17M | 152k | 112.62 |
| 2022-03-31 | $18M | 135k | 136.32 |
| 2021-12-31 | $15M | 94k | 158.35 |
| 2021-09-30 | $4.0M | 25k | 163.70 |
| 2021-06-30 | $15M | 95k | 155.54 |
| 2021-03-31 | $13M | 83k | 152.23 |
| 2020-12-31 | $9.8M | 77k | 127.07 |
| 2020-09-30 | $7.2M | 75k | 96.27 |
| 2020-06-30 | $3.4M | 37k | 94.07 |
| 2020-03-31 | $3.0M | 34k | 90.02 |
| 2019-12-31 | $4.5M | 32k | 139.41 |
| 2019-09-30 | $3.7M | 32k | 117.69 |
| 2019-06-30 | $3.7M | 33k | 111.81 |
| 2019-03-31 | $3.1M | 31k | 101.22 |
| 2018-12-31 | $1.5M | 16k | 97.61 |
| 2018-09-30 | $1.8M | 16k | 112.85 |
| 2018-06-30 | $1.7M | 16k | 104.23 |
| 2018-03-31 | $1.8M | 16k | 109.95 |
| 2017-12-31 | $1.6M | 15k | 106.96 |
| 2017-09-30 | $1.2M | 13k | 95.53 |
| 2017-06-30 | $1.1M | 12k | 91.39 |
| 2017-03-31 | $1.0M | 12k | 87.85 |
| 2016-12-31 | $4.8M | 56k | 86.30 |
| 2016-09-30 | $3.6M | 54k | 66.60 |
| 2016-06-30 | $3.1M | 50k | 62.14 |
| 2016-03-31 | $43k | 2.6k | 16.89 |
| 2015-12-31 | $566k | 9.0k | 62.56 |
| 2015-09-30 | $632k | 10k | 60.99 |
| 2015-06-30 | $750k | 11k | 67.76 |
| 2015-03-31 | $628k | 10k | 60.62 |
| 2014-12-31 | $566k | 9.0k | 62.56 |
| 2014-09-30 | $673k | 11k | 60.20 |
| 2014-06-30 | $632k | 11k | 57.63 |
| 2014-03-31 | $661k | 11k | 60.71 |
| 2013-12-31 | $613k | 11k | 58.53 |
More positions owned by Sequoia Financial Advisors
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