Sigma Investment Counselors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15M | Sell |
45,810
-3,574
| -7% | -$1.11M | 0.73% | 30 |
|
|
2026
Q1 | $14.5M | Sell |
49,384
-2,717
| -5% | -$825K | 0.77% | 30 |
|
|
2025
Q4 | $16.8M | Sell |
52,101
-394
| -0.8% | -$122K | 0.85% | 28 |
|
|
2025
Q3 | $16.6M | Sell |
52,495
-159
| -0.3% | -$47.3K | 0.86% | 27 |
|
|
2025
Q2 | $15.3M | Buy |
52,654
+2,060
| +4% | +$526K | 0.84% | 30 |
|
|
2025
Q1 | $12.4M | Sell |
50,594
-2,844
| -5% | -$725K | 0.76% | 30 |
|
|
2024
Q4 | $12.8M | Sell |
53,438
-2,816
| -5% | -$656K | 0.75% | 31 |
|
|
2024
Q3 | $11.9M | Sell |
56,254
-203
| -0.4% | -$42.8K | 0.7% | 32 |
|
|
2024
Q2 | $11.4M | Buy |
56,457
+142
| +0.3% | +$27.8K | 0.71% | 32 |
|
|
2024
Q1 | $11.3M | Sell |
56,315
-520
| -0.9% | -$93.8K | 0.73% | 31 |
|
|
2023
Q4 | $9.67M | Sell |
56,835
-443
| -0.8% | -$67.1K | 0.68% | 30 |
|
|
2023
Q3 | $8.31M | Sell |
57,278
-390
| -0.7% | -$58.5K | 0.63% | 34 |
|
|
2023
Q2 | $8.39M | Sell |
57,668
-105
| -0.2% | -$14.4K | 0.62% | 34 |
|
|
2023
Q1 | $7.53M | Sell |
57,773
-2,398
| -4% | -$329K | 0.58% | 34 |
|
|
2022
Q4 | $8.07M | Sell |
60,171
-1,624
| -3% | -$206K | 0.66% | 30 |
|
|
2022
Q3 | $6.46M | Sell |
61,795
-171
| -0.3% | -$19.6K | 0.55% | 38 |
|
|
2022
Q2 | $6.98M | Buy |
61,966
+179
| +0.3% | +$22.2K | 0.57% | 36 |
|
|
2022
Q1 | $8.42M | Buy |
61,787
+915
| +2% | +$135K | 0.6% | 32 |
|
|
2021
Q4 | $9.64M | Sell |
60,872
-198
| -0.3% | -$32.5K | 0.67% | 31 |
|
|
2021
Q3 | $10M | Buy |
61,070
+559
| +0.9% | +$87.6K | 0.74% | 30 |
|
|
2021
Q2 | $9.41M | Buy |
60,511
+222
| +0.4% | +$34.9K | 0.71% | 30 |
|
|
2021
Q1 | $9.18M | Sell |
60,289
-1,534
| -2% | -$221K | 0.74% | 30 |
|
|
2020
Q4 | $7.86M | Buy |
61,823
+28,055
| +83% | +$3.14M | 0.68% | 33 |
|
|
2020
Q3 | $3.25M | Sell |
33,768
-31,162
| -48% | -$3.06M | 0.63% | 34 |
|
|
2020
Q2 | $6.11M | Buy |
64,930
+3,604
| +6% | +$342K | 0.65% | 34 |
|
|
2020
Q1 | $5.52M | Buy |
61,326
+986
| +2% | +$120K | 0.7% | 30 |
|
|
2019
Q4 | $8.41M | Sell |
60,340
-206
| -0.3% | -$26.4K | 0.88% | 27 |
|
|
2019
Q3 | $7.13M | Sell |
60,546
-130
| -0.2% | -$14.7K | 0.81% | 28 |
|
|
2019
Q2 | $6.78M | Sell |
60,676
-612
| -1% | -$67.5K | 0.8% | 28 |
|
|
2019
Q1 | $6.2M | Buy |
61,288
+56
| +0.1% | +$5.77K | 0.76% | 31 |
|
|
2018
Q4 | $5.98M | Buy |
61,232
+349
| +0.6% | +$37.2K | 0.83% | 24 |
|
|
2018
Q3 | $6.87M | Buy |
60,883
+1,171
| +2% | +$133K | 0.85% | 20 |
|
|
2018
Q2 | $6.22M | Buy |
59,712
+113
| +0.2% | +$12.4K | 0.82% | 20 |
|
|
2018
Q1 | $6.55M | Sell |
59,599
-7,777
| -12% | -$881K | 0.89% | 18 |
|
|
2017
Q4 | $7.21M | Sell |
67,376
-1,328
| -2% | -$134K | 0.98% | 19 |
|
|
2017
Q3 | $6.56M | Buy |
68,704
+1,226
| +2% | +$113K | 0.93% | 20 |
|
|
2017
Q2 | $6.17M | Buy |
67,478
+266
| +0.4% | +$23K | 0.95% | 19 |
|
|
2017
Q1 | $5.9M | Sell |
67,212
-6,378
| -9% | -$563K | 0.94% | 19 |
|
|
2016
Q4 | $6.35M | Sell |
73,590
-251
| -0.3% | -$19.1K | 1.02% | 17 |
|
|
2016
Q3 | $4.92M | Buy |
73,841
+703
| +1% | +$45.8K | 0.81% | 21 |
|
|
2016
Q2 | $4.54M | Sell |
73,138
-57
| -0.1% | -$3.56K | 0.77% | 22 |
|
|
2016
Q1 | $4.33M | Buy |
73,195
+916
| +1% | +$53.5K | 0.77% | 23 |
|
|
2015
Q4 | $4.77M | Sell |
72,279
-1,645
| -2% | -$107K | 0.88% | 21 |
|
|
2015
Q3 | $4.51M | Sell |
73,924
-584
| -0.8% | -$38.3K | 0.87% | 19 |
|
|
2015
Q2 | $5.05M | Sell |
74,508
-1,358
| -2% | -$88.7K | 0.94% | 18 |
|
|
2015
Q1 | $4.6M | Sell |
75,866
-889
| -1% | -$52.6K | 0.86% | 25 |
|
|
2014
Q4 | $4.8M | Buy |
76,755
+1,916
| +3% | +$115K | 0.91% | 22 |
|
|
2014
Q3 | $4.51M | Buy |
74,839
+715
| +1% | +$41.8K | 0.87% | 18 |
|
|
2014
Q2 | $4.27M | Sell |
74,124
-575
| -0.8% | -$32.3K | 0.83% | 22 |
|
|
2014
Q1 | $4.54M | Sell |
74,699
-1,012
| -1% | -$58.5K | 0.92% | 19 |
|
|
2013
Q4 | $4.43M | Sell |
75,711
-1,733
| -2% | -$94.9K | 0.95% | 17 |
|
|
2013
Q3 | $4M | Sell |
77,444
-806
| -1% | -$43.2K | 0.92% | 19 |
|
|
2013
Q2 | $4.13M | Buy |
+78,250
| New | +$3.98M | 1.08% | 14 |
|
Other funds holding JPM
Sigma Investment Counselors's JPM Position: Q2 2026 in Review
Sigma Investment Counselors reduced its JPMorgan Chase (JPM) stake by 7.2% in Q2 2026, selling an estimated $1.11M and leaving 45,810 shares worth $15M. The position accounts for 0.73% of the portfolio, ranked #30.
Sigma Investment Counselors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.8M in Q4 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Sigma Investment Counselors held 45,810 shares of JPMorgan Chase worth $15M as of Q2 2026.
- Sigma Investment Counselors sold 3,574 JPMorgan Chase shares in Q2 2026, an estimated $1.11M.
- JPMorgan Chase made up 0.73% of Sigma Investment Counselors's portfolio in Q2 2026, its #30 holding.
- Sigma Investment Counselors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Sigma Investment Counselors's JPMorgan Chase position peaked at $16.8M in Q4 2025.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.