SFA
Sequoia Financial Advisors’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125M | Buy |
2,695,517
+536,335
| +25% | +$24.8M | 0.85% | 20 |
|
|
2025
Q1 | $99.5M | Buy |
2,159,182
+377,406
| +21% | +$17.4M | 0.77% | 21 |
|
|
2024
Q4 | $81.3M | Buy |
1,781,776
+144,345
| +9% | +$6.59M | 0.78% | 22 |
|
|
2024
Q3 | $76M | Buy |
1,637,431
+97,513
| +6% | +$4.52M | 0.81% | 24 |
|
|
2024
Q2 | $70M | Buy |
+1,539,918
| New | +$70M | 0.84% | 23 |
|