Sequoia Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 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 2,159,182 shares of JPIE stock, worth $98.6 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
2,159,182
Previous 1,781,776
21.18%
Holding current value
$98.6 Million
Previous $81.3 Million
22.38%
% of portfolio
0.86%
Previous 0.7%
Shares
4 transactions
Others Institutions Holding JPIE
# of Institutions
284Shares Held
42.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$228 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$112 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$87.8 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$84.6 Million0.01% of portfolio