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Sequoia Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Sequoia Financial Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327K Hold
1,000
– – ﹤0.01% 1613
2026
Q1 		$294K Buy
+1,000
New +$303K ﹤0.01% 1584

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sequoia Financial Advisors's JPM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, buying an estimated $5.03M and bringing the position to 390,881 shares worth $128M. The position accounts for 0.64% of the portfolio, ranked #33.

Sequoia Financial Advisors first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sequoia Financial Advisors held 390,881 shares of JPMorgan Chase worth $128M as of Q2 2026.
  • Sequoia Financial Advisors bought 16,204 JPMorgan Chase shares in Q2 2026, an estimated $5.03M.
  • JPMorgan Chase made up 0.64% of Sequoia Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Sequoia Financial Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.