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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
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|
2025
Q1 | $12.4M | Sell |
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|
2024
Q4 | $12.8M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $11.3M | Sell |
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|
2023
Q4 | $9.67M | Sell |
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|
2023
Q3 | $8.31M | Sell |
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|
2023
Q2 | $8.39M | Sell |
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|
2023
Q1 | $7.53M | Sell |
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|
2022
Q4 | $8.07M | Sell |
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|
2022
Q3 | $6.46M | Sell |
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|
2022
Q2 | $6.98M | Buy |
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|
2022
Q1 | $8.42M | Buy |
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|
2021
Q4 | $9.64M | Sell |
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|
2021
Q3 | $10M | Buy |
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|
2021
Q2 | $9.41M | Buy |
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|
2021
Q1 | $9.18M | Sell |
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|
2020
Q4 | $7.86M | Buy |
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|
2020
Q3 | $3.25M | Sell |
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|
2020
Q2 | $6.11M | Buy |
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|
2020
Q1 | $5.52M | Buy |
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|
2019
Q4 | $8.41M | Sell |
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|
2019
Q3 | $7.13M | Sell |
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|
2019
Q2 | $6.78M | Sell |
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|
2019
Q1 | $6.2M | Buy |
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|
2018
Q4 | $5.98M | Buy |
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|
2018
Q3 | $6.87M | Buy |
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|
2018
Q2 | $6.22M | Buy |
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|
2018
Q1 | $6.55M | Sell |
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|
2017
Q4 | $7.21M | Sell |
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|
2017
Q3 | $6.56M | Buy |
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|
2017
Q2 | $6.17M | Buy |
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|
2017
Q1 | $5.9M | Sell |
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|
2016
Q4 | $6.35M | Sell |
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|
2016
Q3 | $4.92M | Buy |
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|
2016
Q2 | $4.54M | Sell |
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|
2016
Q1 | $4.33M | Buy |
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|
2015
Q4 | $4.77M | Sell |
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|
2015
Q3 | $4.51M | Sell |
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|
2015
Q2 | $5.05M | Sell |
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|
2015
Q1 | $4.6M | Sell |
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|
2014
Q4 | $4.8M | Buy |
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|
2014
Q3 | $4.51M | Buy |
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|
2014
Q2 | $4.27M | Sell |
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|
2014
Q1 | $4.54M | Sell |
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|
2013
Q4 | $4.43M | Sell |
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|
2013
Q3 | $4M | Sell |
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|
2013
Q2 | $4.13M | Buy |
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