Sigma Planning Corp’s JPMorgan Chase JPM Stock Holding History

Sigma Planning Corp’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.2M	Sell	66,359 -6,273	-9%	-$1.82M	0.58%	23
2025 Q1	$17.8M	Buy	72,632 +1,674	+2%	+$411K	0.57%	27
2024 Q4	$17M	Sell	70,958 -36	-0.1%	-$8.63K	0.53%	28
2024 Q3	$15M	Sell	70,994 -349	-0.5%	-$73.6K	0.46%	37
2024 Q2	$14.4M	Sell	71,343 -3,927	-5%	-$794K	0.46%	35
2024 Q1	$15.1M	Buy	75,270 +41,491	+123%	+$8.31M	0.47%	30
2023 Q4	$5.75M	Sell	33,779 -45,339	-57%	-$7.71M	0.45%	34
2023 Q3	$11.5M	Sell	79,118 -6,570	-8%	-$953K	0.43%	37
2023 Q2	$12.5M	Sell	85,688 -17,337	-17%	-$2.52M	0.45%	36
2023 Q1	$13.4M	Buy	103,025 +9,818	+11%	+$1.28M	0.45%	37
2022 Q4	$12.5M	Sell	93,207 -6,498	-7%	-$871K	0.45%	43
2022 Q3	$10.4M	Sell	99,705 -3,762	-4%	-$393K	0.4%	43
2022 Q2	$11.7M	Sell	103,467 -3,109	-3%	-$350K	0.4%	43
2022 Q1	$14.5M	Sell	106,576 -21,860	-17%	-$2.98M	0.44%	32
2021 Q4	$20.3M	Buy	128,436 +2,907	+2%	+$460K	0.57%	27
2021 Q3	$20.5M	Sell	125,529 -1,513	-1%	-$248K	0.62%	23
2021 Q2	$19.8M	Buy	127,042 +1,859	+1%	+$289K	0.59%	23
2021 Q1	$19.1M	Sell	125,183 -720	-0.6%	-$110K	0.61%	21
2020 Q4	$16M	Buy	125,903 +25,216	+25%	+$3.2M	0.54%	26
2020 Q3	$9.69M	Buy	100,687 +2,615	+3%	+$252K	0.38%	49
2020 Q2	$9.23M	Buy	98,072 +17,376	+22%	+$1.63M	0.4%	41
2020 Q1	$7.27M	Sell	80,696 -13,226	-14%	-$1.19M	0.43%	40
2019 Q4	$13.1M	Buy	93,922 +2,902	+3%	+$405K	0.55%	27
2019 Q3	$10.7M	Buy	91,020 +12,619	+16%	+$1.49M	0.51%	28
2019 Q2	$8.77M	Sell	78,401 -3,937	-5%	-$440K	0.45%	36
2019 Q1	$8.34M	Buy	82,338 +8,737	+12%	+$884K	0.47%	38
2018 Q4	$7.19M	Sell	73,601 -24,548	-25%	-$2.4M	0.52%	37
2018 Q3	$11.1M	Buy	98,149 +24,173	+33%	+$2.73M	0.65%	27
2018 Q2	$7.71M	Buy	73,976 +3,951	+6%	+$412K	0.52%	38
2018 Q1	$7.7M	Buy	70,025 +2,378	+4%	+$262K	0.56%	34
2017 Q4	$7.23M	Buy	67,647 +8,325	+14%	+$890K	0.56%	32
2017 Q3	$5.67M	Buy	59,322 +8,220	+16%	+$785K	0.47%	39
2017 Q2	$4.67M	Buy	51,102 +4,362	+9%	+$399K	0.44%	46
2017 Q1	$4.11M	Buy	46,740 +1,795	+4%	+$158K	0.4%	50
2016 Q4	$3.88M	Buy	44,945 +4,221	+10%	+$364K	0.42%	47
2016 Q3	$2.71M	Sell	40,724 -80	-0.2%	-$5.33K	0.32%	65
2016 Q2	$2.54M	Sell	40,804 -196	-0.5%	-$12.2K	0.33%	63
2016 Q1	$2.43M	Sell	41,000 -50	-0.1%	-$2.96K	0.33%	63
2015 Q4	$2.71M	Sell	41,050 -1,932	-4%	-$128K	0.38%	54
2015 Q3	$2.62M	Buy	42,982 +1,004	+2%	+$61.2K	0.42%	47
2015 Q2	$2.84M	Buy	41,978 +1,802	+4%	+$122K	0.39%	58
2015 Q1	$2.43M	Sell	40,176 -3,068	-7%	-$186K	0.32%	65
2014 Q4	$2.71M	Buy	+43,244	New	+$2.71M	0.36%	63