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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Birchcreek Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Birchcreek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 6.4k | 315.43 |
| 2025-06-30 | $2.0M | 6.8k | 289.91 |
| 2025-03-31 | $1.7M | 6.8k | 245.30 |
| 2024-12-31 | $1.7M | 7.2k | 239.71 |
| 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 |
More positions owned by Birchcreek Wealth Management
View all positions for Birchcreek Wealth Management