SIC
Sigma Investment Counselors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
52,654
+2,060
| +4% | +$597K | 0.84% | 30 |
|
|
2025
Q1 | $12.4M | Sell |
50,594
-2,844
| -5% | -$698K | 0.76% | 30 |
|
|
2024
Q4 | $12.8M | Sell |
53,438
-2,816
| -5% | -$675K | 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% | +$28.7K | 0.71% | 32 |
|
|
2024
Q1 | $11.3M | Sell |
56,315
-520
| -0.9% | -$104K | 0.73% | 31 |
|
|
2023
Q4 | $9.67M | Sell |
56,835
-443
| -0.8% | -$75.4K | 0.68% | 30 |
|
|
2023
Q3 | $8.31M | Sell |
57,278
-390
| -0.7% | -$56.6K | 0.63% | 34 |
|
|
2023
Q2 | $8.39M | Sell |
57,668
-105
| -0.2% | -$15.3K | 0.62% | 34 |
|
|
2023
Q1 | $7.53M | Sell |
57,773
-2,398
| -4% | -$312K | 0.58% | 34 |
|
|
2022
Q4 | $8.07M | Sell |
60,171
-1,624
| -3% | -$218K | 0.66% | 30 |
|
|
2022
Q3 | $6.46M | Sell |
61,795
-171
| -0.3% | -$17.9K | 0.55% | 38 |
|
|
2022
Q2 | $6.98M | Buy |
61,966
+179
| +0.3% | +$20.2K | 0.57% | 36 |
|
|
2022
Q1 | $8.42M | Buy |
61,787
+915
| +2% | +$125K | 0.6% | 32 |
|
|
2021
Q4 | $9.64M | Sell |
60,872
-198
| -0.3% | -$31.4K | 0.67% | 31 |
|
|
2021
Q3 | $10M | Buy |
61,070
+559
| +0.9% | +$91.5K | 0.74% | 30 |
|
|
2021
Q2 | $9.41M | Buy |
60,511
+222
| +0.4% | +$34.5K | 0.71% | 30 |
|
|
2021
Q1 | $9.18M | Sell |
60,289
-1,534
| -2% | -$234K | 0.74% | 30 |
|
|
2020
Q4 | $7.86M | Buy |
61,823
+28,055
| +83% | +$3.57M | 0.68% | 33 |
|
|
2020
Q3 | $3.25M | Sell |
33,768
-31,162
| -48% | -$3M | 0.63% | 34 |
|
|
2020
Q2 | $6.11M | Buy |
64,930
+3,604
| +6% | +$339K | 0.65% | 34 |
|
|
2020
Q1 | $5.52M | Buy |
61,326
+986
| +2% | +$88.8K | 0.7% | 30 |
|
|
2019
Q4 | $8.41M | Sell |
60,340
-206
| -0.3% | -$28.7K | 0.88% | 27 |
|
|
2019
Q3 | $7.13M | Sell |
60,546
-130
| -0.2% | -$15.3K | 0.81% | 28 |
|
|
2019
Q2 | $6.78M | Sell |
60,676
-612
| -1% | -$68.4K | 0.8% | 28 |
|
|
2019
Q1 | $6.2M | Buy |
61,288
+56
| +0.1% | +$5.67K | 0.76% | 31 |
|
|
2018
Q4 | $5.98M | Buy |
61,232
+349
| +0.6% | +$34.1K | 0.83% | 24 |
|
|
2018
Q3 | $6.87M | Buy |
60,883
+1,171
| +2% | +$132K | 0.85% | 20 |
|
|
2018
Q2 | $6.22M | Buy |
59,712
+113
| +0.2% | +$11.8K | 0.82% | 20 |
|
|
2018
Q1 | $6.55M | Sell |
59,599
-7,777
| -12% | -$855K | 0.89% | 18 |
|
|
2017
Q4 | $7.21M | Sell |
67,376
-1,328
| -2% | -$142K | 0.98% | 19 |
|
|
2017
Q3 | $6.56M | Buy |
68,704
+1,226
| +2% | +$117K | 0.93% | 20 |
|
|
2017
Q2 | $6.17M | Buy |
67,478
+266
| +0.4% | +$24.3K | 0.95% | 19 |
|
|
2017
Q1 | $5.9M | Sell |
67,212
-6,378
| -9% | -$560K | 0.94% | 19 |
|
|
2016
Q4 | $6.35M | Sell |
73,590
-251
| -0.3% | -$21.7K | 1.02% | 17 |
|
|
2016
Q3 | $4.92M | Buy |
73,841
+703
| +1% | +$46.8K | 0.81% | 21 |
|
|
2016
Q2 | $4.55M | Sell |
73,138
-57
| -0.1% | -$3.54K | 0.77% | 22 |
|
|
2016
Q1 | $4.34M | Buy |
73,195
+916
| +1% | +$54.3K | 0.77% | 23 |
|
|
2015
Q4 | $4.77M | Sell |
72,279
-1,645
| -2% | -$109K | 0.88% | 21 |
|
|
2015
Q3 | $4.51M | Sell |
73,924
-584
| -0.8% | -$35.6K | 0.87% | 19 |
|
|
2015
Q2 | $5.05M | Sell |
74,508
-1,358
| -2% | -$92K | 0.94% | 18 |
|
|
2015
Q1 | $4.6M | Sell |
75,866
-889
| -1% | -$53.9K | 0.86% | 25 |
|
|
2014
Q4 | $4.8M | Buy |
76,755
+1,916
| +3% | +$120K | 0.91% | 22 |
|
|
2014
Q3 | $4.51M | Buy |
74,839
+715
| +1% | +$43.1K | 0.87% | 18 |
|
|
2014
Q2 | $4.27M | Sell |
74,124
-575
| -0.8% | -$33.1K | 0.83% | 22 |
|
|
2014
Q1 | $4.54M | Sell |
74,699
-1,012
| -1% | -$61.4K | 0.92% | 19 |
|
|
2013
Q4 | $4.43M | Sell |
75,711
-1,733
| -2% | -$101K | 0.95% | 17 |
|
|
2013
Q3 | $4M | Sell |
77,444
-806
| -1% | -$41.7K | 0.92% | 19 |
|
|
2013
Q2 | $4.13M | Buy |
+78,250
| New | +$4.13M | 1.08% | 14 |
|