News + Filings Holdings
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Sequoia Financial Advisors, LLC
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 217,676 | -2,577 | 31,658,824,000 | 2,122,857,000 | $145,440.12 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 220,253 | 68,097 | 29,535,967,000 | 29,518,831,000 | $134,100.18 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 152,156 | 16,934 | 17,136,000 | -1,298,000 | $112.62 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 135,222 | 41,252 | 18,434,000 | 3,554,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 93,970 | 69,376 | 14,880,000 | 10,854,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 24,594 | -70,026 | 4,026,000 | -10,691,000 | $163.70 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 94,620 | 11,428 | 14,717,000 | 2,053,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 83,192 | 6,257 | 12,664,000 | 2,888,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 76,935 | 2,301 | 9,776,000 | 2,591,000 | $127.07 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 74,634 | 37,990 | 7,185,000 | 3,738,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 36,644 | 2,830 | 3,447,000 | 403,000 | $94.07 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 33,814 | 1,421 | 3,044,000 | -1,472,000 | $90.02 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 32,393 | 606 | 4,516,000 | 775,000 | $139.41 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 31,787 | -1,581 | 3,741,000 | 10,000 | $117.69 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 33,368 | 2,268 | 3,731,000 | 583,000 | $111.81 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 31,100 | 15,467 | 3,148,000 | 1,622,000 | $101.22 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 15,633 | -78 | 1,526,000 | -247,000 | $97.61 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 15,711 | -609 | 1,773,000 | 72,000 | $112.85 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 16,320 | -105 | 1,701,000 | -105,000 | $104.23 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 16,425 | 1,129 | 1,806,000 | 170,000 | $109.95 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 15,296 | 2,431 | 1,636,000 | 407,000 | $106.96 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 12,865 | 1,070 | 1,229,000 | 151,000 | $95.53 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 11,795 | -78 | 1,078,000 | 35,000 | $91.39 |
| 03/31/2017 | JPMORGAN CHASE & CO | JPM | 11,873 | -43,969 | 1,043,000 | -3,776,000 | $87.85 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 55,842 | 2,311 | 4,819,000 | 1,254,000 | $86.30 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 53,531 | 53,531 | 3,565,000 | 3,565,000 | $66.60 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 49,450 | 6,179 | 3,073,000 | 511,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 43,271 | 7,785 | 2,562,000 | 219,000 | $59.21 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 35,486 | 25,123 | 2,343,000 | 1,711,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 10,363 | -706 | 632,000 | -118,000 | $60.99 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 11,069 | 709 | 750,000 | 122,000 | $67.76 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 10,360 | 10,360 | 628,000 | 628,000 | $60.62 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 9,047 | 9,047 | 566,000 | 566,000 | $62.56 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 11,179 | 11,179 | 673,000 | 673,000 | $60.20 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 10,966 | 10,966 | 632,000 | 632,000 | $57.63 |
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