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JPMorgan Chase & Co. shares owned by Birnam Oak Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Birnam Oak Advisors from 13F filings

Historical chart of Birnam Oak Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Birnam Oak Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Birnam Oak Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $588k 2.0k 294.16

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State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
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Warner Bros Discovery Com Ser A (WBD)
Penumbra (PEN)
Kenvue (KVUE)
Qorvo (QRVO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Echostar Corp Cl A (SATS)
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UniFirst Corporation (UNF)
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View all positions for Birnam Oak Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.