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JPMorgan Chase & Co. shares owned by Birchcreek Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Birchcreek Wealth Management from 13F filings

Historical chart of Birchcreek Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Birchcreek Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 6.9k 210.86
2024-06-30 $1.4M 7.1k 202.26
2024-03-31 $1.4M 7.1k 200.30
2023-12-31 $1.2M 7.1k 170.10
2023-09-30 $1.0M 7.1k 145.02
2023-06-30 $985k 6.8k 145.44
2023-03-31 $783k 6.0k 130.31
2022-12-31 $737k 5.5k 134.10
2022-09-30 $561k 5.4k 104.57
2022-06-30 $525k 4.7k 112.71
2022-03-31 $683k 5.0k 136.38
2021-12-31 $757k 4.8k 158.30
2021-09-30 $780k 4.8k 163.76
2021-06-30 $734k 4.7k 155.48
2021-03-31 $859k 5.6k 152.14
2020-12-31 $707k 5.6k 126.91