JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 393,983 Value ($000) $126,949 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 364,523 Value ($000) $114,982 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 360,312 Value ($000) $104,458 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 348,688 Value ($000) $85,533 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 292,578 Value ($000) $70,134 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 283,286 Value ($000) $59,734 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 265,413 Value ($000) $53,682 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 275,081 Value ($000) $55,099 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 281,021 Value ($000) $47,802 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 221,342 Value ($000) $32,099 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 217,676 Value ($000) $31,659 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 233,633 Value ($000) $30,445 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 220,253 Value ($000) $29,536 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 162,070 Value ($000) $16,939 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 152,156 Value ($000) $17,136 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 135,222 Value ($000) $18,434 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 93,970 Value ($000) $14,880 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 24,594 Value ($000) $4,026 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 94,620 Value ($000) $14,717 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 83,192 Value ($000) $12,664 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 76,935 Value ($000) $9,776 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 74,634 Value ($000) $7,185 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 36,644 Value ($000) $3,447 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 33,814 Value ($000) $3,044 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 32,393 Value ($000) $4,516 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 31,787 Value ($000) $3,741 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 33,368 Value ($000) $3,731 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 31,100 Value ($000) $3,148 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 15,633 Value ($000) $1,526 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 15,711 Value ($000) $1,773 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 16,320 Value ($000) $1,701 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 16,425 Value ($000) $1,806 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 15,296 Value ($000) $1,636 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 12,865 Value ($000) $1,229 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 11,795 Value ($000) $1,078 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 11,873 Value ($000) $1,043 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 55,842 Value ($000) $4,819 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 53,531 Value ($000) $3,565 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 49,450 Value ($000) $3,073 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 43,271 Value ($000) $2,562 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 35,486 Value ($000) $2,343 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 10,363 Value ($000) $632 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 11,069 Value ($000) $750 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 10,360 Value ($000) $628 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 9,047 Value ($000) $566 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 11,179 Value ($000) $673 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 10,966 Value ($000) $632 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 10,888 Value ($000) $661 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 10,474 Value ($000) $613 Avg Close $39.63 Range $36.35 - $42.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	393,983	$126,949	$309.53	$290.54 - $330.86
Q3 2025	364,523	$114,982	$295.93	$278.95 - $316.47
Q2 2025	360,312	$104,458	$252.67	$200.22 - $289.84
Q1 2025	348,688	$85,533	$250.91	$220.72 - $275.86
Q4 2024	292,578	$70,134	$228.03	$198.89 - $249.04
Q3 2024	283,286	$59,734	$204.96	$185.80 - $219.46
Q2 2024	265,413	$53,682	$189.18	$173.46 - $199.28
Q1 2024	275,081	$55,099	$173.61	$158.11 - $193.16
Q4 2023	281,021	$47,802	$144.89	$129.30 - $163.25
Q3 2023	221,342	$32,099	$142.31	$134.29 - $151.32
Q2 2023	217,676	$31,659	$129.66	$119.02 - $137.67
Q1 2023	233,633	$30,445	$128.16	$115.18 - $135.05
Q4 2022	220,253	$29,536	$117.65	$94.06 - $128.78
Q3 2022	162,070	$16,939	$105.62	$96.10 - $114.36
Q2 2022	152,156	$17,136	$113.02	$101.22 - $124.46
Q1 2022	135,222	$18,434	$133.66	$115.27 - $153.80
Q4 2021	93,970	$14,880	$147.83	$136.71 - $155.72
Q3 2021	24,594	$4,026	$140.29	$130.40 - $151.51
Q2 2021	94,620	$14,717	$139.74	$130.53 - $148.99
Q1 2021	83,192	$12,664	$127.25	$109.49 - $143.03
Q4 2020	76,935	$9,776	$98.14	$82.75 - $111.83
Q3 2020	74,634	$7,185	$85.44	$79.00 - $92.62
Q2 2020	36,644	$3,447	$81.74	$70.76 - $99.77
Q1 2020	33,814	$3,044	$103.61	$65.60 - $120.06
Q4 2019	32,393	$4,516	$108.67	$93.67 - $118.72
Q3 2019	31,787	$3,741	$95.08	$87.73 - $101.23
Q2 2019	33,368	$3,731	$92.02	$84.61 - $97.81
Q1 2019	31,100	$3,148	$85.34	$78.85 - $89.81
Q4 2018	15,633	$1,526	$87.53	$74.88 - $96.00
Q3 2018	15,711	$1,773	$92.63	$83.41 - $97.31
Q2 2018	16,320	$1,701	$89.02	$83.70 - $93.47
Q1 2018	16,425	$1,806	$91.43	$83.98 - $96.37
Q4 2017	15,296	$1,636	$81.33	$76.25 - $87.14
Q3 2017	12,865	$1,229	$73.66	$70.35 - $76.59
Q2 2017	11,795	$1,078	$68.54	$64.85 - $73.60
Q1 2017	11,873	$1,043	$69.68	$65.58 - $74.23
Q4 2016	55,842	$4,819	$59.89	$51.67 - $68.65
Q3 2016	53,531	$3,565	$50.85	$45.82 - $52.95
Q2 2016	49,450	$3,073	$48.33	$44.15 - $51.23
Q1 2016	43,271	$2,562	$44.86	$40.33 - $49.26
Q4 2015	35,486	$2,343	$49.68	$44.66 - $52.67
Q3 2015	10,363	$632	$49.62	$37.93 - $53.49
Q2 2015	11,069	$750	$49.14	$44.89 - $52.55
Q1 2015	10,360	$628	$44.28	$40.58 - $47.07
Q4 2014	9,047	$566	$44.70	$40.31 - $47.17
Q3 2014	11,179	$673	$43.13	$40.56 - $45.64
Q2 2014	10,966	$632	$41.19	$38.82 - $44.74
Q1 2014	10,888	$661	$42.08	$39.47 - $44.77
Q4 2013	10,474	$613	$39.63	$36.35 - $42.36