Bigelow Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.1M | Sell |
10,541
-93
| -0.9% | -$28.2K | 1.24% | 23 |
|
|
2025
Q4 | $3.43M | Sell |
10,634
-8
| -0.1% | -$2.48K | 1.34% | 20 |
|
|
2025
Q3 | $3.36M | Sell |
10,642
-12
| -0.1% | -$3.57K | 1.35% | 17 |
|
|
2025
Q2 | $3.09M | Sell |
10,654
-9
| -0.1% | -$2.3K | 1.36% | 15 |
|
|
2025
Q1 | $2.62M | Sell |
10,663
-175
| -2% | -$44.6K | 1.24% | 17 |
|
|
2024
Q4 | $2.6M | Sell |
10,838
-598
| -5% | -$139K | 1.22% | 17 |
|
|
2024
Q3 | $2.41M | Buy |
11,436
+23
| +0.2% | +$4.84K | 1.08% | 20 |
|
|
2024
Q2 | $2.31M | Sell |
11,413
-23
| -0.2% | -$4.5K | 1.1% | 21 |
|
|
2024
Q1 | $2.29M | Buy |
11,436
+1,312
| +13% | +$237K | 1.13% | 18 |
|
|
2023
Q4 | $1.72M | Buy |
10,124
+43
| +0.4% | +$6.52K | 0.93% | 28 |
|
|
2023
Q3 | $1.46M | Buy |
10,081
+51
| +0.5% | +$7.64K | 0.84% | 33 |
|
|
2023
Q2 | $1.46M | Buy |
10,030
+485
| +5% | +$66.7K | 0.8% | 35 |
|
|
2023
Q1 | $1.24M | Sell |
9,545
-248
| -3% | -$34K | 0.72% | 43 |
|
|
2022
Q4 | $1.31M | Buy |
9,793
+302
| +3% | +$38.3K | 0.76% | 42 |
|
|
2022
Q3 | $992K | Buy |
9,491
+1,286
| +16% | +$148K | 0.59% | 52 |
|
|
2022
Q2 | $924K | Buy |
8,205
+803
| +11% | +$99.5K | 0.51% | 56 |
|
|
2022
Q1 | $1.01M | Buy |
7,402
+516
| +7% | +$76.2K | 0.47% | 56 |
|
|
2021
Q4 | $1.09M | Buy |
6,886
+69
| +1% | +$11.3K | 0.5% | 54 |
|
|
2021
Q3 | $1.12M | Buy |
6,817
+183
| +3% | +$28.7K | 0.55% | 51 |
|
|
2021
Q2 | $1.03M | Buy |
6,634
+350
| +6% | +$55K | 0.5% | 54 |
|
|
2021
Q1 | $957K | Buy |
6,284
+733
| +13% | +$105K | 0.49% | 56 |
|
|
2020
Q4 | $705K | Buy |
5,551
+225
| +4% | +$25.1K | 0.37% | 69 |
|
|
2020
Q3 | $513K | Buy |
5,326
+17
| +0.3% | +$1.67K | 0.3% | 87 |
|
|
2020
Q2 | $499K | Sell |
5,309
-1,961
| -27% | -$186K | 0.32% | 82 |
|
|
2020
Q1 | $655K | Buy |
7,270
+366
| +5% | +$44.5K | 0.49% | 55 |
|
|
2019
Q4 | $962K | Buy |
6,904
+34
| +0.5% | +$4.36K | 0.56% | 49 |
|
|
2019
Q3 | $809K | Buy |
6,870
+44
| +0.6% | +$4.98K | 0.51% | 56 |
|
|
2019
Q2 | $763K | Sell |
6,826
-10
| -0.1% | -$1.1K | 0.51% | 58 |
|
|
2019
Q1 | $692K | Sell |
6,836
-3,540
| -34% | -$365K | 0.48% | 65 |
|
|
2018
Q4 | $1.01M | Sell |
10,376
-200
| -2% | -$21.3K | 0.76% | 35 |
|
|
2018
Q3 | $1.19M | Buy |
10,576
+138
| +1% | +$15.7K | 0.8% | 33 |
|
|
2018
Q2 | $1.09M | Buy |
10,438
+250
| +2% | +$27.4K | 0.74% | 37 |
|
|
2018
Q1 | $1.12M | Buy |
10,188
+6,410
| +170% | +$726K | 0.76% | 33 |
|
|
2017
Q4 | $404K | Buy |
+3,778
| New | +$383K | 0.4% | 67 |
|
Other funds holding JPM
VCM
VPM
Bigelow Investment Advisors's JPM Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.87% in Q1 2026, selling an estimated $28.2K and leaving 10,541 shares worth $3.1M. The position accounts for 1.24% of the portfolio, ranked #23.
Bigelow Investment Advisors first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.43M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Bigelow Investment Advisors held 10,541 shares of JPMorgan Chase worth $3.1M as of Q1 2026.
- Bigelow Investment Advisors sold 93 JPMorgan Chase shares in Q1 2026, an estimated $28.2K.
- JPMorgan Chase made up 1.24% of Bigelow Investment Advisors's portfolio in Q1 2026, its #23 holding.
- Bigelow Investment Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's JPMorgan Chase position peaked at $3.43M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.