BIA
Bigelow Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
10,654
-9
| -0.1% | -$2.61K | 1.36% | 15 |
|
|
2025
Q1 | $2.62M | Sell |
10,663
-175
| -2% | -$42.9K | 1.24% | 17 |
|
|
2024
Q4 | $2.6M | Sell |
10,838
-598
| -5% | -$143K | 1.22% | 17 |
|
|
2024
Q3 | $2.41M | Buy |
11,436
+23
| +0.2% | +$4.85K | 1.08% | 20 |
|
|
2024
Q2 | $2.31M | Sell |
11,413
-23
| -0.2% | -$4.65K | 1.1% | 21 |
|
|
2024
Q1 | $2.29M | Buy |
11,436
+1,312
| +13% | +$263K | 1.13% | 18 |
|
|
2023
Q4 | $1.72M | Buy |
10,124
+43
| +0.4% | +$7.31K | 0.93% | 28 |
|
|
2023
Q3 | $1.46M | Buy |
10,081
+51
| +0.5% | +$7.4K | 0.84% | 33 |
|
|
2023
Q2 | $1.46M | Buy |
10,030
+485
| +5% | +$70.5K | 0.8% | 35 |
|
|
2023
Q1 | $1.24M | Sell |
9,545
-248
| -3% | -$32.3K | 0.72% | 43 |
|
|
2022
Q4 | $1.31M | Buy |
9,793
+302
| +3% | +$40.5K | 0.76% | 42 |
|
|
2022
Q3 | $992K | Buy |
9,491
+1,286
| +16% | +$134K | 0.59% | 52 |
|
|
2022
Q2 | $924K | Buy |
8,205
+803
| +11% | +$90.4K | 0.51% | 56 |
|
|
2022
Q1 | $1.01M | Buy |
7,402
+516
| +7% | +$70.3K | 0.47% | 56 |
|
|
2021
Q4 | $1.09M | Buy |
6,886
+69
| +1% | +$10.9K | 0.5% | 54 |
|
|
2021
Q3 | $1.12M | Buy |
6,817
+183
| +3% | +$30K | 0.55% | 51 |
|
|
2021
Q2 | $1.03M | Buy |
6,634
+350
| +6% | +$54.4K | 0.5% | 54 |
|
|
2021
Q1 | $957K | Buy |
6,284
+733
| +13% | +$112K | 0.49% | 56 |
|
|
2020
Q4 | $705K | Buy |
5,551
+225
| +4% | +$28.6K | 0.37% | 69 |
|
|
2020
Q3 | $513K | Buy |
5,326
+17
| +0.3% | +$1.64K | 0.3% | 87 |
|
|
2020
Q2 | $499K | Sell |
5,309
-1,961
| -27% | -$184K | 0.32% | 82 |
|
|
2020
Q1 | $655K | Buy |
7,270
+366
| +5% | +$33K | 0.49% | 55 |
|
|
2019
Q4 | $962K | Buy |
6,904
+34
| +0.5% | +$4.74K | 0.56% | 49 |
|
|
2019
Q3 | $809K | Buy |
6,870
+44
| +0.6% | +$5.18K | 0.51% | 56 |
|
|
2019
Q2 | $763K | Sell |
6,826
-10
| -0.1% | -$1.12K | 0.51% | 58 |
|
|
2019
Q1 | $692K | Sell |
6,836
-3,540
| -34% | -$358K | 0.48% | 65 |
|
|
2018
Q4 | $1.01M | Sell |
10,376
-200
| -2% | -$19.5K | 0.76% | 35 |
|
|
2018
Q3 | $1.19M | Buy |
10,576
+138
| +1% | +$15.6K | 0.8% | 33 |
|
|
2018
Q2 | $1.09M | Buy |
10,438
+250
| +2% | +$26.1K | 0.74% | 37 |
|
|
2018
Q1 | $1.12M | Buy |
10,188
+6,410
| +170% | +$705K | 0.76% | 33 |
|
|
2017
Q4 | $404K | Buy |
+3,778
| New | +$404K | 0.4% | 67 |
|