Sigma Planning Corp

SEC CIK: 0001449126
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 54,714
Value: $17.9M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Sigma Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	54,714	$17.9M	0.5%	+181+0.3%	Added	Holders
Q1 2026	54,533	$16.0M	0.4%	−2,571−4.5%	Reduced	Holders
Q4 2025	57,104	$18.5M	0.5%	+463+0.8%	Added	Holders
Q3 2025	56,641	$17.9M	0.5%	−9,718−14.6%	Reduced	Holders
Q2 2025	66,359	$19.2M	0.6%	−6,273−8.6%	Reduced	Holders
Q1 2025	72,632	$17.8M	0.6%	+1,674+2.4%	Added	Holders
Q4 2024	70,958	$17.0M	0.5%	−36−0.1%	Reduced	Holders
Q3 2024	70,994	$15.0M	0.5%	−349−0.5%	Reduced	Holders
Q2 2024	71,343	$14.4M	0.5%	−3,927−5.2%	Reduced	Holders
Q1 2024	75,270	$15.1M	0.5%	+41,491+122.8%	Added	Holders
Q4 2023	33,779	$5.75M	0.4%	−45,339−57.3%	Reduced	Holders
Q3 2023	79,118	$11.5M	0.4%	−6,570−7.7%	Reduced	Holders
Q2 2023	85,688	$12.5M	0.4%	−17,337−16.8%	Reduced	Holders
Q1 2023	103,025	$13.4M	0.4%	+9,818+10.5%	Added	Holders
Q4 2022	93,207	$12.5M	0.4%	−6,498−6.5%	Reduced	Holders
Q3 2022	99,705	$10.4M	0.4%	−3,762−3.6%	Reduced	Holders
Q2 2022	103,467	$11.7M	0.4%	−3,109−2.9%	Reduced	Holders
Q1 2022	106,576	$14.5M	0.4%	−21,860−17.0%	Reduced	Holders
Q4 2021	128,436	$20.3M	0.6%	+2,907+2.3%	Added	Holders
Q3 2021	125,529	$20.5M	0.6%	−1,513−1.2%	Reduced	Holders
Q2 2021	127,042	$19.8M	0.6%	+1,859+1.5%	Added	Holders
Q1 2021	125,183	$19.1M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.