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Sequoia Financial Advisors, LLC: JPM position timeline

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

Sequoia Financial Advisors, LLC held 390,881 JPM 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 390,881 shares
    Change vs previous 13F +16,204 shares

    0.64% of the 13F portfolio, value $127,947,190.

    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 374,677 shares
    Change vs previous 13F -19,306 shares

    0.62% of the 13F portfolio, value $110,214,919.

    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 393,983 shares
    Change vs previous 13F +29,460 shares

    0.71% of the 13F portfolio, value $126,949,221.

    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 364,523 shares
    Change vs previous 13F +4,211 shares

    0.7% of the 13F portfolio, value $114,981,522.

    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 360,312 shares
    Change vs previous 13F +11,624 shares

    0.72% of the 13F portfolio, value $104,457,947.

    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 348,688 shares
    Change vs previous 13F +56,110 shares

    0.66% of the 13F portfolio, value $85,533,038.

    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 292,578 shares
    Change vs previous 13F +9,292 shares

    0.68% of the 13F portfolio, value $70,133,877.

    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 283,286 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $59,733,715.

    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).