Bigelow Investment Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Bigelow Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,461,947
+0.2%
10,081
+0.5%
0.84%
+5.3%
Q2 2023$1,458,763
+17.3%
10,030
+5.1%
0.80%
+11.3%
Q1 2023$1,243,809
-5.3%
9,545
-2.5%
0.72%
-6.0%
Q4 2022$1,313,241
+32.4%
9,793
+3.2%
0.76%
+28.7%
Q3 2022$992,000
+7.4%
9,491
+15.7%
0.59%
+16.5%
Q2 2022$924,000
-8.4%
8,205
+10.8%
0.51%
+7.9%
Q1 2022$1,009,000
-7.4%
7,402
+7.5%
0.47%
-4.8%
Q4 2021$1,090,000
-2.3%
6,886
+1.0%
0.50%
-10.0%
Q3 2021$1,116,000
+8.1%
6,817
+2.8%
0.55%
+9.8%
Q2 2021$1,032,000
+7.8%
6,634
+5.6%
0.50%
+3.3%
Q1 2021$957,000
+35.7%
6,284
+13.2%
0.48%
+29.7%
Q4 2020$705,000
+37.4%
5,551
+4.2%
0.37%
+23.0%
Q3 2020$513,000
+2.8%
5,326
+0.3%
0.30%
-6.2%
Q2 2020$499,000
-23.8%
5,309
-27.0%
0.32%
-34.0%
Q1 2020$655,000
-31.9%
7,270
+5.3%
0.49%
-12.9%
Q4 2019$962,000
+18.9%
6,904
+0.5%
0.56%
+9.7%
Q3 2019$809,000
+6.0%
6,870
+0.6%
0.51%
+0.6%
Q2 2019$763,000
+10.3%
6,826
-0.1%
0.51%
+6.5%
Q1 2019$692,000
-31.7%
6,836
-34.1%
0.48%
-36.6%
Q4 2018$1,013,000
-15.1%
10,376
-1.9%
0.76%
-5.6%
Q3 2018$1,193,000
+9.7%
10,576
+1.3%
0.80%
+7.9%
Q2 2018$1,088,000
-2.9%
10,438
+2.5%
0.74%
-2.4%
Q1 2018$1,120,000
+177.2%
10,188
+169.7%
0.76%
+88.8%
Q4 2017$404,0003,7780.40%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders