Sequoia Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104M | Buy |
360,312
+11,624
| +3% | +$3.37M | 0.71% | 29 |
|
|
2025
Q1 | $85.5M | Buy |
348,688
+56,110
| +19% | +$13.8M | 0.66% | 33 |
|
|
2024
Q4 | $70.1M | Buy |
292,578
+9,292
| +3% | +$2.23M | 0.67% | 30 |
|
|
2024
Q3 | $59.7M | Buy |
283,286
+17,873
| +7% | +$3.77M | 0.64% | 29 |
|
|
2024
Q2 | $53.7M | Sell |
265,413
-9,668
| -4% | -$1.96M | 0.65% | 31 |
|
|
2024
Q1 | $55.1M | Sell |
275,081
-5,940
| -2% | -$1.19M | 0.69% | 27 |
|
|
2023
Q4 | $47.8M | Buy |
281,021
+59,679
| +27% | +$10.2M | 0.59% | 32 |
|
|
2023
Q3 | $32.1M | Buy |
221,342
+3,666
| +2% | +$532K | 0.56% | 40 |
|
|
2023
Q2 | $31.7M | Sell |
217,676
-15,957
| -7% | -$2.32M | 0.54% | 37 |
|
|
2023
Q1 | $30.4M | Buy |
233,633
+13,380
| +6% | +$1.74M | 0.68% | 28 |
|
|
2022
Q4 | $29.5M | Buy |
220,253
+58,183
| +36% | +$7.8M | 0.73% | 26 |
|
|
2022
Q3 | $16.9M | Buy |
162,070
+9,914
| +7% | +$1.04M | 0.53% | 35 |
|
|
2022
Q2 | $17.1M | Buy |
152,156
+16,934
| +13% | +$1.91M | 0.48% | 34 |
|
|
2022
Q1 | $18.4M | Buy |
135,222
+41,252
| +44% | +$5.62M | 0.46% | 37 |
|
|
2021
Q4 | $14.9M | Buy |
93,970
+69,376
| +282% | +$11M | 0.41% | 41 |
|
|
2021
Q3 | $4.03M | Sell |
24,594
-70,026
| -74% | -$11.5M | 0.41% | 40 |
|
|
2021
Q2 | $14.7M | Buy |
94,620
+11,428
| +14% | +$1.78M | 0.54% | 31 |
|
|
2021
Q1 | $12.7M | Buy |
83,192
+6,257
| +8% | +$952K | 0.53% | 32 |
|
|
2020
Q4 | $9.78M | Buy |
76,935
+2,301
| +3% | +$292K | 0.45% | 34 |
|
|
2020
Q3 | $7.19M | Buy |
74,634
+37,990
| +104% | +$3.66M | 0.38% | 41 |
|
|
2020
Q2 | $3.45M | Buy |
36,644
+2,830
| +8% | +$266K | 0.2% | 61 |
|
|
2020
Q1 | $3.04M | Buy |
33,814
+1,421
| +4% | +$128K | 0.22% | 57 |
|
|
2019
Q4 | $4.52M | Buy |
32,393
+606
| +2% | +$84.5K | 0.29% | 53 |
|
|
2019
Q3 | $3.74M | Sell |
31,787
-1,581
| -5% | -$186K | 0.27% | 55 |
|
|
2019
Q2 | $3.73M | Buy |
33,368
+2,268
| +7% | +$254K | 0.28% | 57 |
|
|
2019
Q1 | $3.15M | Buy |
31,100
+15,467
| +99% | +$1.57M | 0.26% | 58 |
|
|
2018
Q4 | $1.53M | Sell |
15,633
-78
| -0.5% | -$7.61K | 0.18% | 80 |
|
|
2018
Q3 | $1.77M | Sell |
15,711
-609
| -4% | -$68.7K | 0.18% | 81 |
|
|
2018
Q2 | $1.7M | Sell |
16,320
-105
| -0.6% | -$10.9K | 0.18% | 83 |
|
|
2018
Q1 | $1.81M | Buy |
16,425
+1,129
| +7% | +$124K | 0.19% | 81 |
|
|
2017
Q4 | $1.64M | Buy |
15,296
+2,431
| +19% | +$260K | 0.17% | 86 |
|
|
2017
Q3 | $1.23M | Buy |
12,865
+1,070
| +9% | +$102K | 0.15% | 95 |
|
|
2017
Q2 | $1.08M | Sell |
11,795
-78
| -0.7% | -$7.13K | 0.13% | 101 |
|
|
2017
Q1 | $1.04M | Sell |
11,873
-43,969
| -79% | -$3.86M | 0.13% | 100 |
|
|
2016
Q4 | $4.82M | Buy |
55,842
+2,311
| +4% | +$199K | 0.69% | 32 |
|
|
2016
Q3 | $3.57M | Buy |
53,531
+4,081
| +8% | +$272K | 0.66% | 25 |
|
|
2016
Q2 | $3.07M | Buy |
49,450
+6,179
| +14% | +$384K | 0.86% | 28 |
|
|
2016
Q1 | $2.56M | Buy |
43,271
+7,785
| +22% | +$461K | 0.83% | 29 |
|
|
2015
Q4 | $2.34M | Buy |
35,486
+25,123
| +242% | +$1.66M | 0.94% | 21 |
|
|
2015
Q3 | $632K | Sell |
10,363
-706
| -6% | -$43.1K | 0.27% | 75 |
|
|
2015
Q2 | $750K | Buy |
11,069
+709
| +7% | +$48K | 0.32% | 75 |
|
|
2015
Q1 | $628K | Buy |
10,360
+1,313
| +15% | +$79.6K | 0.29% | 81 |
|
|
2014
Q4 | $566K | Sell |
9,047
-2,132
| -19% | -$133K | 0.39% | 65 |
|
|
2014
Q3 | $673K | Buy |
11,179
+213
| +2% | +$12.8K | 0.47% | 56 |
|
|
2014
Q2 | $632K | Buy |
10,966
+78
| +0.7% | +$4.5K | 0.48% | 53 |
|
|
2014
Q1 | $661K | Buy |
10,888
+414
| +4% | +$25.1K | 0.55% | 46 |
|
|
2013
Q4 | $613K | Buy |
+10,474
| New | +$613K | 0.51% | 58 |
|