JPMorgan Chase & Co. shares owned by Sigma Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 57k | 315.43 |
| 2025-06-30 | $19M | 66k | 289.91 |
| 2025-03-31 | $18M | 73k | 245.30 |
| 2024-12-31 | $17M | 71k | 239.71 |
| 2024-09-30 | $15M | 71k | 210.86 |
| 2024-06-30 | $14M | 71k | 202.26 |
| 2024-03-31 | $15M | 75k | 200.30 |
| 2023-12-31 | $5.7M | 34k | 170.10 |
| 2023-09-30 | $12M | 79k | 145.02 |
| 2023-06-30 | $13M | 86k | 145.44 |
| 2023-03-31 | $13M | 103k | 130.31 |
| 2022-12-31 | $13M | 93k | 134.10 |
| 2022-09-30 | $10M | 100k | 104.50 |
| 2022-06-30 | $12M | 104k | 112.61 |
| 2022-03-31 | $15M | 107k | 136.33 |
| 2021-12-31 | $20M | 128k | 158.35 |
| 2021-09-30 | $21M | 126k | 163.69 |
| 2021-06-30 | $20M | 127k | 155.54 |
| 2021-03-31 | $19M | 125k | 152.23 |
| 2020-12-31 | $16M | 126k | 127.07 |
| 2020-09-30 | $10M | 105k | 96.27 |
| 2020-06-30 | $9.6M | 102k | 94.06 |
| 2020-03-31 | $7.7M | 86k | 90.00 |
| 2019-12-31 | $13M | 94k | 139.40 |
| 2019-09-30 | $11M | 91k | 117.69 |
| 2019-06-30 | $8.8M | 78k | 111.80 |
| 2019-03-31 | $8.3M | 82k | 101.23 |
| 2018-12-31 | $7.2M | 74k | 97.62 |
| 2018-09-30 | $11M | 98k | 112.84 |
| 2018-06-30 | $8.0M | 77k | 104.40 |
| 2018-03-31 | $7.7M | 70k | 109.98 |
| 2017-12-31 | $7.2M | 68k | 106.94 |
| 2017-09-30 | $5.7M | 59k | 95.51 |
| 2017-06-30 | $4.7M | 51k | 91.41 |
| 2017-03-31 | $4.1M | 47k | 87.85 |
| 2016-12-31 | $3.9M | 45k | 86.28 |
| 2016-09-30 | $2.7M | 41k | 66.59 |
| 2016-06-30 | $2.5M | 41k | 62.15 |
| 2016-03-31 | $2.4M | 41k | 59.22 |
| 2015-12-31 | $2.7M | 41k | 66.04 |
| 2015-09-30 | $2.6M | 43k | 60.98 |
| 2015-06-30 | $2.8M | 42k | 67.75 |
| 2015-03-31 | $2.4M | 40k | 60.58 |
| 2014-12-31 | $2.7M | 43k | 62.58 |