Sigma Planning Corp

Position in JPM — Jpmorgan Chase & Co

CIK 1449126 ANN ARBOR, MI

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$17,909,533

+$1,868,106 QoQ

Shares Held

54,714

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#1,066

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Sep 30, 2020

CallValue

CallShares

PutValue

$385,080

PutShares

4,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Sigma Planning Corp holds $32,393,585 across 5 Banks - Diversified names. JPM ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	54,714	$17,909,533
2	BAC	Bank Of America Corp /De/	130,572	$7,439,992
3	WFC	Wells Fargo & Company/Mn	50,675	$4,187,782
4	C	Citigroup Inc	14,318	$2,003,947
5	BNY	Bank of New York Mellon Corp	5,894	$852,331

All Filings in JPM

Export CSV

29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,909,533	54,714	+0.3%	Shares	Sole	2026-08-07
2026-03-31	$16,041,427	54,533	-4.5%	Shares	Sole	2026-05-04
2025-12-31	$18,400,050	57,104	+0.8%	Shares	Sole	2026-01-30
2025-09-30	$17,866,270	56,641	-14.6%	Shares	Sole	2025-11-10
2025-06-30	$19,238,137	66,359	-8.6%	Shares	Sole	2025-08-05
2025-03-31	$17,816,629	72,632	+2.4%	Shares	Sole	2025-05-02
2024-12-31	$17,009,342	70,958	-0.1%	Shares	Sole	2025-02-03
2024-09-30	$14,969,794	70,994	-0.5%	Shares	Sole	2024-11-04
2024-06-30	$14,429,835	71,343	-5.2%	Shares	Sole	2024-08-06
2024-03-31	$15,076,581	75,270	+122.8%	Shares	Sole	2024-05-02
2023-12-31	$5,745,807	33,779	-57.3%	Shares	Sole	2024-02-01
2023-09-30	$11,473,692	79,118	-7.7%	Shares	Sole	2023-11-06
2023-06-30	$12,462,462	85,688	-16.8%	Shares	Sole	2023-08-02
2023-03-31	$13,425,187	103,025	+10.5%	Shares	Sole	2023-05-08
2022-12-31	$12,499,058	93,207	-6.5%	Shares	Sole	2023-01-24
2022-09-30	$10,419,172	99,705	-3.6%	Shares	Sole	2022-11-10
2022-06-30	$11,651,418	103,467	-2.9%	Shares	Sole	2022-08-11
2022-03-31	$14,528,440	106,576	-17.0%	Shares	Sole	2022-04-20
2021-12-31	$20,337,840	128,436	+2.3%	Shares	Sole	2022-02-02
2021-09-30	$20,547,842	125,529	-1.2%	Shares	Sole	2021-10-28
2021-06-30	$19,760,112	127,042	+1.5%	Shares	Sole	2021-08-13
2021-03-31	$19,056,608	125,183	-0.6%	Shares	Sole	2021-05-06
2020-12-31	$15,998,494	125,903	+25.0%	Shares	Sole	2021-02-09
2020-09-30	$9,693,137	100,687	+2.7%	Shares	Sole	2020-11-03
2020-09-30	$385,080	4,000	0.0%	Put	Sole	2020-11-03
2020-06-30	$376,240	4,000	-21.6%	Put	Sole	2020-07-31
2020-06-30	$9,224,652	98,072	+21.5%	Shares	Sole	2020-07-31
2020-03-31	$7,265,060	80,696	—	Shares	Sole	2020-05-01
2020-03-31	$459,153	5,100	—	Put	Sole	2020-05-01
No filing history on record for this holder in this stock.