Sequoia Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $115M | Buy |
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|
2025
Q2 | $104M | Buy |
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|
2025
Q1 | $85.5M | Buy |
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|
2024
Q4 | $70.1M | Buy |
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|
2024
Q3 | $59.7M | Buy |
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|
2024
Q2 | $53.7M | Sell |
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|
2024
Q1 | $55.1M | Sell |
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|
2023
Q4 | $47.8M | Buy |
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|
2023
Q3 | $32.1M | Buy |
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|
2023
Q2 | $31.7M | Sell |
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|
2023
Q1 | $30.4M | Buy |
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|
2022
Q4 | $29.5M | Buy |
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|
2022
Q3 | $16.9M | Buy |
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|
2022
Q2 | $17.1M | Buy |
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|
2022
Q1 | $18.4M | Buy |
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|
2021
Q4 | $14.9M | Buy |
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|
2021
Q3 | $4.03M | Sell |
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|
2021
Q2 | $14.7M | Buy |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $9.78M | Buy |
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|
2020
Q3 | $7.18M | Buy |
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|
2020
Q2 | $3.45M | Buy |
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|
2020
Q1 | $3.04M | Buy |
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|
2019
Q4 | $4.52M | Buy |
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|
2019
Q3 | $3.74M | Sell |
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|
2019
Q2 | $3.73M | Buy |
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|
2019
Q1 | $3.15M | Buy |
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|
2018
Q4 | $1.53M | Sell |
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|
2018
Q3 | $1.77M | Sell |
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|
2018
Q2 | $1.7M | Sell |
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|
2018
Q1 | $1.81M | Buy |
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|
2017
Q4 | $1.64M | Buy |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.08M | Sell |
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|
2017
Q1 | $1.04M | Sell |
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|
2016
Q4 | $4.82M | Buy |
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|
2016
Q3 | $3.56M | Buy |
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|
2016
Q2 | $3.07M | Buy |
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|
2016
Q1 | $2.56M | Buy |
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|
2015
Q4 | $2.34M | Buy |
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|
2015
Q3 | $632K | Sell |
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|
2015
Q2 | $750K | Buy |
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|
2015
Q1 | $628K | Buy |
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|
2014
Q4 | $566K | Sell |
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|
2014
Q3 | $673K | Buy |
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|
2014
Q2 | $632K | Buy |
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|
2014
Q1 | $661K | Buy |
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|
2013
Q4 | $613K | Buy |
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