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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16M	Sell	54,533 -2,571	-5%	-$780K	0.45%	30
2025 Q4	$18.5M	Buy	57,104 +463	+0.8%	+$143K	0.51%	26
2025 Q3	$17.9M	Sell	56,641 -9,718	-15%	-$2.89M	0.51%	25
2025 Q2	$19.2M	Sell	66,359 -6,273	-9%	-$1.6M	0.58%	23
2025 Q1	$17.8M	Buy	72,632 +1,674	+2%	+$427K	0.57%	27
2024 Q4	$17M	Sell	70,958 -36	-0.1%	-$8.38K	0.53%	28
2024 Q3	$15M	Sell	70,994 -349	-0.5%	-$73.5K	0.46%	37
2024 Q2	$14.4M	Sell	71,343 -3,927	-5%	-$768K	0.46%	35
2024 Q1	$15.1M	Buy	75,270 +41,491	+123%	+$7.49M	0.47%	30
2023 Q4	$5.75M	Sell	33,779 -45,339	-57%	-$6.87M	0.45%	34
2023 Q3	$11.5M	Sell	79,118 -6,570	-8%	-$985K	0.43%	37
2023 Q2	$12.5M	Sell	85,688 -17,337	-17%	-$2.38M	0.45%	36
2023 Q1	$13.4M	Buy	103,025 +9,818	+11%	+$1.35M	0.45%	37
2022 Q4	$12.5M	Sell	93,207 -6,498	-7%	-$823K	0.45%	43
2022 Q3	$10.4M	Sell	99,705 -3,762	-4%	-$432K	0.4%	43
2022 Q2	$11.7M	Sell	103,467 -3,109	-3%	-$385K	0.4%	45
2022 Q1	$14.5M	Sell	106,576 -21,860	-17%	-$3.23M	0.44%	32
2021 Q4	$20.3M	Buy	128,436 +2,907	+2%	+$477K	0.57%	27
2021 Q3	$20.5M	Sell	125,529 -1,513	-1%	-$237K	0.62%	23
2021 Q2	$19.8M	Buy	127,042 +1,859	+1%	+$292K	0.59%	23
2021 Q1	$19.1M	Sell	125,183 -720	-0.6%	-$104K	0.61%	21
2020 Q4	$16M	Buy	125,903 +25,216	+25%	+$2.82M	0.54%	27
2020 Q3	$9.69M	Buy	100,687 +2,615	+3%	+$257K	0.38%	49
2020 Q2	$9.22M	Buy	98,072 +17,376	+22%	+$1.65M	0.4%	41
2020 Q1	$7.26M	Sell	80,696 -13,226	-14%	-$1.61M	0.43%	40
2019 Q4	$13.1M	Buy	93,922 +2,902	+3%	+$372K	0.55%	28
2019 Q3	$10.7M	Buy	91,020 +12,619	+16%	+$1.43M	0.51%	28
2019 Q2	$8.77M	Sell	78,401 -3,937	-5%	-$434K	0.45%	36
2019 Q1	$8.34M	Buy	82,338 +8,737	+12%	+$900K	0.47%	38
2018 Q4	$7.18M	Sell	73,601 -24,548	-25%	-$2.62M	0.52%	37
2018 Q3	$11.1M	Buy	98,149 +24,173	+33%	+$2.74M	0.65%	27
2018 Q2	$7.71M	Buy	73,976 +3,951	+6%	+$433K	0.52%	38
2018 Q1	$7.7M	Buy	70,025 +2,378	+4%	+$269K	0.56%	35
2017 Q4	$7.23M	Buy	67,647 +8,325	+14%	+$843K	0.56%	33
2017 Q3	$5.67M	Buy	59,322 +8,220	+16%	+$758K	0.47%	40
2017 Q2	$4.67M	Buy	51,102 +4,362	+9%	+$376K	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%	+$322K	0.42%	47
2016 Q3	$2.71M	Sell	40,724 -80	-0.2%	-$5.22K	0.32%	66
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%	-$2.92K	0.33%	63
2015 Q4	$2.71M	Sell	41,050 -1,932	-4%	-$126K	0.38%	54
2015 Q3	$2.62M	Buy	42,982 +1,004	+2%	+$65.8K	0.42%	47
2015 Q2	$2.84M	Buy	41,978 +1,802	+4%	+$118K	0.39%	58
2015 Q1	$2.43M	Sell	40,176 -3,068	-7%	-$182K	0.32%	65
2014 Q4	$2.71M	Buy	+43,244	New	+$2.6M	0.36%	63

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sigma Planning Corp's JPM Position: Q1 2026 in Review

Sigma Planning Corp reduced its JPMorgan Chase (JPM) stake by 4.5% in Q1 2026, selling an estimated $780K and leaving 54,533 shares worth $16M. The position accounts for 0.45% of the portfolio, ranked #30.

Sigma Planning Corp first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $20.5M in Q3 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Sigma Planning Corp held 54,533 shares of JPMorgan Chase worth $16M as of Q1 2026.
Sigma Planning Corp sold 2,571 JPMorgan Chase shares in Q1 2026, an estimated $780K.
JPMorgan Chase made up 0.45% of Sigma Planning Corp's portfolio in Q1 2026, its #30 holding.
Sigma Planning Corp first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's JPMorgan Chase position peaked at $20.5M in Q3 2021.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.