J P MORGAN EXCHANGE TRADED F

Ticker: JPIE CUSIP: 46641Q159 Class: Com

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

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

Q4 2025
Shares 5,592,163 Value ($000) $258,861 Avg Close — Range —
Q3 2025
Shares 4,609,570 Value ($000) $213,930 Avg Close — Range —
Q2 2025
Shares 2,695,517 Value ($000) $124,856 Avg Close — Range —
Q1 2025
Shares 2,159,182 Value ($000) $99,474 Avg Close — Range —
Q4 2024
Shares 1,781,776 Value ($000) $81,285 Avg Close — Range —
Q3 2024
Shares 1,637,431 Value ($000) $75,960 Avg Close — Range —
Q2 2024
Shares 1,539,918 Value ($000) $70,005 Avg Close — Range —