Sequoia Financial Advisors, LLC's ownership history for JPM


Sequoia Financial Advisors, LLC currently holds 374.7K shares with a market value of $110.2M. It started holding JPM on 2024-09-30. At its peak, it held 394.0K shares on 2025-12-31. Its highest holding value was $126.9M on 2025-12-31. At its lowest, it held 283.3K shares on 2024-09-30, with a value of $59.7M on 2024-09-30. In the recent 180 days, Sequoia Financial Advisors, LLC has increased its shares by 10.2K. In the recent year, Sequoia Financial Advisors, LLC has increased its shares by 26.0K.

It has also owned 10 contracts of puts, with the market value of the underlying securities totaling $294.2K on 2026-03-31. At its peak, it held 10 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $294.2K on 2026-03-31. At its lowest, it held 10 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $294.2K on 2026-03-31.


Sequoia Financial Advisors, LLC's ownership history for JPM
Sequoia Financial Advisors, LLC's ownership history for JPM Put Options