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Birch Financial Group’s JPMorgan Chase JPM Stock Holding History

Birch Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$872K Buy
2,664
+87
+3% +$27K 0.45% 49
2026
Q1 		$758K Buy
2,577
+11
+0.4% +$3.34K 0.44% 51
2025
Q4 		$827K Buy
2,566
+6
+0.2% +$1.86K 0.47% 48
2025
Q3 		$808K Buy
2,560
+414
+19% +$123K 0.48% 47
2025
Q2 		$622K Buy
2,146
+145
+7% +$37K 0.5% 46
2025
Q1 		$491K Buy
2,001
+58
+3% +$14.8K 0.44% 51
2024
Q4 		$466K Buy
+1,943
New +$453K 0.52% 40

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Birch Financial Group's JPM Position: Q2 2026 in Review

Birch Financial Group increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $27K and bringing the position to 2,664 shares worth $872K. The position accounts for 0.45% of the portfolio, ranked #49.

Birch Financial Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Birch Financial Group held 2,664 shares of JPMorgan Chase worth $872K as of Q2 2026.
  • Birch Financial Group bought 87 JPMorgan Chase shares in Q2 2026, an estimated $27K.
  • JPMorgan Chase made up 0.45% of Birch Financial Group's portfolio in Q2 2026, its #49 holding.
  • Birch Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.