SIGMA INVESTMENT COUNSELORS INC

Position in JPM — Jpmorgan Chase & Co

CIK 1085163 NORTHVILLE, MI

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$14,994,987

+$468,190 QoQ

Shares Held

45,810

-7.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.14%

of 13F equity value

Holder Rank

#1,162

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SIGMA INVESTMENT COUNSELORS INC holds $16,177,804 across 3 Banks - Diversified names. JPM ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	45,810	$14,994,987
2	BAC	Bank Of America Corp /De/	12,073	$687,919
3	C	Citigroup Inc	3,536	$494,898

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,994,987	45,810	-7.2%	Shares	Sole	2026-07-28
2026-03-31	$14,526,797	49,384	-5.2%	Shares	Sole	2026-04-29
2025-12-31	$16,787,984	52,101	-0.8%	Shares	Sole	2026-02-03
2025-09-30	$16,558,497	52,495	-0.3%	Shares	Sole	2025-10-29
2025-06-30	$15,264,921	52,654	+4.1%	Shares	Sole	2025-07-29
2025-03-31	$12,410,708	50,594	-5.3%	Shares	Sole	2025-04-30
2024-12-31	$12,809,622	53,438	-5.0%	Shares	Sole	2025-02-04
2024-09-30	$11,861,718	56,254	-0.4%	Shares	Sole	2024-10-23
2024-06-30	$11,418,992	56,457	+0.3%	Shares	Sole	2024-07-25
2024-03-31	$11,279,894	56,315	-0.9%	Shares	Sole	2024-04-25
2023-12-31	$9,667,633	56,835	-0.8%	Shares	Sole	2024-01-22
2023-09-30	$8,306,455	57,278	-0.7%	Shares	Sole	2023-10-24
2023-06-30	$8,387,233	57,668	-0.2%	Shares	Sole	2023-07-21
2023-03-31	$7,528,399	57,773	-4.0%	Shares	Sole	2023-04-28
2022-12-31	$8,068,931	60,171	-2.6%	Shares	Sole	2023-01-27
2022-09-30	$6,457,577	61,795	-0.3%	Shares	Sole	2022-10-24
2022-06-30	$6,977,991	61,966	+0.3%	Shares	Sole	2022-07-15
2022-03-31	$8,422,803	61,787	+1.5%	Shares	Sole	2022-04-20
2021-12-31	$9,639,081	60,872	-0.3%	Shares	Sole	2022-02-08
2021-09-30	$9,996,548	61,070	+0.9%	Shares	Sole	2021-11-05
2021-06-30	$9,411,880	60,511	+0.4%	Shares	Sole	2021-08-04
2021-03-31	$9,177,794	60,289	-2.5%	Shares	Sole	2021-04-30
2020-12-31	$7,855,848	61,823	+83.1%	Shares	Sole	2021-02-04
2020-09-30	$3,250,845	33,768	-48.0%	Shares	Sole	2020-10-20
2020-06-30	$6,107,315	64,930	+5.9%	Shares	Sole	2020-07-31
2020-03-31	$5,521,179	61,326	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.