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JPMorgan Chase & Co. shares owned by Birch Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $808k 2.6k 315.43
2025-06-30 $622k 2.1k 289.87
2025-03-31 $491k 2.0k 245.24
2024-12-31 $466k 1.9k 239.74