Sigma Investment Counselors Inc Jpmorgan Chase & CO Transaction History

Sigma Investment Counselors Inc

$2.05 Billion
Q3 2024

A detailed history of Sigma Investment Counselors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sigma Investment Counselors Inc holds 56,254 shares of JPM stock, worth $14.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

56,254

Previous 56,457 0.36%

Holding current value

$14.1 Million

Previous $11.4 Million 3.84%

% of portfolio

0.58%

Previous 0.6%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$194.9 - $224.8 $39,564 - $45,634	-203 Reduced 0.36%	56,254 $11.9 Million
Q2 2024 Jul 25, 2024	BUY	$180.08 - $204.79 $25,571 - $29,080	142 Added 0.25%	56,457 $11.4 Million
Q1 2024 Apr 25, 2024	SELL	$167.09 - $200.3 $86,886 - $104,156	-520 Reduced 0.91%	56,315 $11.3 Million
Q4 2023 Jan 22, 2024	SELL	$135.69 - $170.3 $60,110 - $75,442	-443 Reduced 0.77%	56,835 $9.67 Million
Q3 2023 Oct 23, 2023	SELL	$143.21 - $158.0 $55,851 - $61,620	-390 Reduced 0.68%	57,278 $8.31 Million
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $13,384 - $15,271	-105 Reduced 0.18%	57,668 $8.39 Million
Q1 2023 Apr 28, 2023	SELL	$124.91 - $143.8 $299,534 - $344,832	-2,398 Reduced 3.99%	57,773 $7.53 Million
Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $165,583 - $223,852	-1,624 Reduced 2.63%	60,171 $0
Q3 2022 Oct 24, 2022	SELL	$20.73 - $120.58 $3,544 - $20,619	-171 Reduced 0.28%	61,795 $6.46 Million
Q2 2022 Jul 15, 2022	BUY	$112.61 - $135.91 $20,157 - $24,327	179 Added 0.29%	61,966 $6.98 Million
Q1 2022 Apr 20, 2022	BUY	$128.3 - $168.44 $117,394 - $154,122	915 Added 1.5%	61,787 $8.42 Million
Q4 2021 Feb 08, 2022	SELL	$153.94 - $171.78 $30,480 - $34,012	-198 Reduced 0.32%	60,872 $9.64 Million
Q3 2021 Nov 05, 2021	BUY	$146.97 - $166.98 $82,156 - $93,341	559 Added 0.92%	61,070 $10 Million
Q2 2021 Aug 04, 2021	BUY	$147.37 - $166.44 $32,716 - $36,949	222 Added 0.37%	60,511 $9.41 Million
Q1 2021 Apr 30, 2021	SELL	$125.65 - $157.65 $192,747 - $241,835	-1,534 Reduced 2.48%	60,289 $9.18 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $2.71 Million - $3.56 Million	28,055 Added 83.08%	61,823 $7.86 Million
Q3 2020 Oct 20, 2020	SELL	$91.28 - $103.82 $2.84 Million - $3.24 Million	-31,162 Reduced 47.99%	33,768 $3.25 Million
Q2 2020 Jul 31, 2020	BUY	$84.03 - $113.45 $302,844 - $408,873	3,604 Added 5.88%	64,930 $6.11 Million
Q1 2020 Apr 22, 2020	BUY	$79.03 - $141.09 $77,923 - $139,114	986 Added 1.63%	61,326 $5.52 Million
Q4 2019 Jan 21, 2020	SELL	$111.82 - $139.4 $23,034 - $28,716	-206 Reduced 0.34%	60,340 $8.41 Million
Q3 2019 Oct 18, 2019	SELL	$104.8 - $120.23 $13,624 - $15,629	-130 Reduced 0.21%	60,546 $7.13 Million
Q2 2019 Jul 23, 2019	SELL	$104.64 - $116.12 $64,039 - $71,065	-612 Reduced 1.0%	60,676 $6.78 Million
Q1 2019 Apr 26, 2019	BUY	$97.11 - $107.19 $5,438 - $6,002	56 Added 0.09%	61,288 $6.2 Million
Q4 2018 Feb 01, 2019	BUY	$92.14 - $115.32 $32,156 - $40,246	349 Added 0.57%	61,232 $5.98 Million
Q3 2018 Oct 23, 2018	BUY	$103.61 - $118.63 $121,327 - $138,915	1,171 Added 1.96%	60,883 $6.87 Million
Q2 2018 Jul 24, 2018	BUY	$103.24 - $114.29 $11,666 - $12,914	113 Added 0.19%	59,712 $6.22 Million
Q1 2018 Apr 30, 2018	SELL	$107.01 - $118.77 $832,216 - $923,674	-7,777 Reduced 11.54%	59,599 $6.55 Million
Q4 2017 Feb 08, 2018	SELL	$95.86 - $107.83 $127,302 - $143,198	-1,328 Reduced 1.93%	67,376 $7.21 Million
Q3 2017 Nov 06, 2017	BUY	$88.42 - $95.51 $6.07 Million - $6.56 Million	68,704	68,704 $6.56 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Sigma Investment Counselors Inc Jpmorgan Chase & CO Transaction History