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Sequoia Financial Advisors, LLC: JPIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on JPIE, newest first. How the timeline and the estimate are built.

Sequoia Financial Advisors, LLC held 7,131,321 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,131,321 shares
    Change vs previous 13F +747,797 shares

    1.64% of the 13F portfolio, value $328,397,324.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,383,524 shares
    Change vs previous 13F +791,361 shares

    1.65% of the 13F portfolio, value $294,088,933.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,592,163 shares
    Change vs previous 13F +982,593 shares

    1.45% of the 13F portfolio, value $258,861,268.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,609,570 shares
    Change vs previous 13F +1,914,053 shares

    1.3% of the 13F portfolio, value $213,930,124.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 2,695,517 shares
    Change vs previous 13F +536,335 shares

    0.86% of the 13F portfolio, value $124,856,348.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 2,159,182 shares
    Change vs previous 13F +377,406 shares

    0.77% of the 13F portfolio, value $99,473,502.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,781,776 shares
    Change vs previous 13F +144,345 shares

    0.78% of the 13F portfolio, value $81,284,625.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,637,431 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $75,960,405.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).