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Disclosery

Sigma Planning Corp: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on JPM, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 54,714 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,714 shares
    Change vs previous 13F +181 shares

    0.45% of the 13F portfolio, value $17,909,399.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54,533 shares
    Change vs previous 13F -2,571 shares

    0.45% of the 13F portfolio, value $16,041,333.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,104 shares
    Change vs previous 13F +463 shares

    0.51% of the 13F portfolio, value $18,537,740.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 56,641 shares
    Change vs previous 13F -9,718 shares

    0.51% of the 13F portfolio, value $17,866,381.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 66,359 shares
    Change vs previous 13F -6,273 shares

    0.58% of the 13F portfolio, value $19,238,276.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 72,632 shares
    Change vs previous 13F +1,674 shares

    0.57% of the 13F portfolio, value $17,816,573.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,958 shares
    Change vs previous 13F -36 shares

    0.53% of the 13F portfolio, value $17,009,436.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 70,994 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $14,969,748.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).