Sigma Planning Corp Jpmorgan Chase & CO Transaction History

Sigma Planning Corp

$3.02 Billion
Q1 2025

A detailed history of Sigma Planning Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sigma Planning Corp holds 72,632 shares of JPM stock, worth $19 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

72,632

Previous 70,958 2.36%

Holding current value

$19 Million

Previous $17 Million 4.74%

% of portfolio

0.59%

Previous 0.55%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$225.19 - $279.95 $376,968 - $468,636	1,674 Added 2.36%	72,632 $17.8 Million
Q4 2024 Feb 03, 2025	SELL	$205.18 - $250.29 $7,386 - $9,010	-36 Reduced 0.05%	70,958 $17 Million
Q3 2024 Nov 01, 2024	SELL	$194.9 - $224.8 $68,020 - $78,455	-349 Reduced 0.49%	70,994 $15 Million
Q2 2024 Aug 05, 2024	SELL	$180.08 - $204.79 $707,174 - $804,210	-3,927 Reduced 5.22%	71,343 $14.4 Million
Q1 2024 May 01, 2024	BUY	$167.09 - $200.3 $6.93 Million - $8.31 Million	41,491 Added 122.83%	75,270 $15.1 Million
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $6.15 Million - $7.72 Million	-45,339 Reduced 57.31%	33,779 $5.75 Million
Q3 2023 Nov 06, 2023	SELL	$143.21 - $158.0 $940,889 - $1.04 Million	-6,570 Reduced 7.67%	79,118 $11.5 Million
Q2 2023 Aug 01, 2023	SELL	$127.47 - $145.44 $2.21 Million - $2.52 Million	-17,337 Reduced 16.83%	85,688 $12.5 Million
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $1.23 Million - $1.41 Million	9,818 Added 10.53%	103,025 $13.4 Million
Q4 2022 Jan 24, 2023	SELL	$101.96 - $137.84 $662,536 - $895,684	-6,498 Reduced 6.52%	93,207 $0
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $77,986 - $453,621	-3,762 Reduced 3.64%	99,705 $10.4 Million
Q2 2022 Aug 11, 2022	SELL	$112.61 - $135.91 $350,104 - $422,544	-3,109 Reduced 2.92%	103,467 $11.7 Million
Q1 2022 Apr 20, 2022	SELL	$128.3 - $168.44 $2.8 Million - $3.68 Million	-21,860 Reduced 17.02%	106,576 $14.5 Million
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $447,503 - $499,364	2,907 Added 2.32%	128,436 $20.3 Million
Q3 2021 Oct 28, 2021	SELL	$146.97 - $166.98 $222,365 - $252,640	-1,513 Reduced 1.19%	125,529 $20.5 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $273,960 - $309,411	1,859 Added 1.49%	127,042 $19.8 Million
Q1 2021 May 06, 2021	SELL	$125.65 - $157.65 $90,468 - $113,508	-720 Reduced 0.57%	125,183 $19.1 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $2.43 Million - $3.2 Million	25,216 Added 25.04%	125,903 $16 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $238,697 - $271,489	2,615 Added 2.67%	100,687 $9.69 Million
Q2 2020 Jul 31, 2020	BUY	$84.03 - $113.45 $1.46 Million - $1.97 Million	17,376 Added 21.53%	98,072 $9.23 Million
Q1 2020 May 01, 2020	SELL	$79.03 - $141.09 $1.05 Million - $1.87 Million	-13,226 Reduced 14.08%	80,696 $7.27 Million
Q4 2019 Feb 03, 2020	BUY	$111.82 - $139.4 $324,501 - $404,538	2,902 Added 3.19%	93,922 $13.1 Million
Q3 2019 Nov 01, 2019	BUY	$104.8 - $120.23 $1.32 Million - $1.52 Million	12,619 Added 16.1%	91,020 $10.7 Million
Q2 2019 Aug 01, 2019	SELL	$104.64 - $116.12 $411,967 - $457,164	-3,937 Reduced 4.78%	78,401 $8.77 Million
Q1 2019 May 01, 2019	BUY	$97.11 - $107.19 $848,450 - $936,519	8,737 Added 11.87%	82,338 $8.34 Million
Q4 2018 Jan 31, 2019	SELL	$92.14 - $115.32 $2.26 Million - $2.83 Million	-24,548 Reduced 25.01%	73,601 $7.19 Million
Q3 2018 Nov 07, 2018	BUY	$103.61 - $118.63 $2.5 Million - $2.87 Million	24,173 Added 32.68%	98,149 $11.1 Million
Q2 2018 Aug 02, 2018	BUY	$103.24 - $114.29 $407,901 - $451,559	3,951 Added 5.64%	73,976 $7.71 Million
Q1 2018 May 11, 2018	BUY	$107.01 - $118.77 $254,469 - $282,435	2,378 Added 3.52%	70,025 $7.7 Million
Q4 2017 Feb 07, 2018	BUY	$95.86 - $107.83 $798,034 - $897,684	8,325 Added 14.03%	67,647 $7.23 Million
Q3 2017 Nov 06, 2017	BUY	$88.42 - $95.51 $5.25 Million - $5.67 Million	59,322	59,322 $5.67 Million

Others Institutions Holding JPM

# of Institutions

5,185

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $768B
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 Planning Corp Jpmorgan Chase & CO Transaction History