J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

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

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

Q4 2025
Shares 9,155 Value ($000) $532 Avg Close — Range —
Q3 2025
Shares 6,244 Value ($000) $359 Avg Close — Range —
Q2 2025
Shares 5,020 Value ($000) $273 Avg Close — Range —
Q1 2025
Shares 13,355 Value ($000) $692 Avg Close — Range —
Q4 2024
Shares 6,654 Value ($000) $375 Avg Close — Range —
Q3 2024
Shares 6,654 Value ($000) $366 Avg Close — Range —
Q2 2024
Shares 10,493 Value ($000) $582 Avg Close — Range —
Q1 2024
Shares 13,283 Value ($000) $720 Avg Close — Range —