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Birch Hill Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Birch Hill Investment Advisors’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 		$30.9M Sell
94,380
-1,130
-1% -$351K 1.25% 26
2026
Q1 		$28.1M Sell
95,510
-1,300
-1% -$395K 1.26% 29
2025
Q4 		$31.2M Sell
96,810
-2,243
-2% -$694K 1.3% 26
2025
Q3 		$31.2M Sell
99,053
-2,374
-2% -$706K 1.32% 27
2025
Q2 		$29.4M Sell
101,427
-1,121
-1% -$286K 1.31% 25
2025
Q1 		$25.2M Sell
102,548
-1,068
-1% -$272K 1.19% 27
2024
Q4 		$24.8M Sell
103,616
-1,349
-1% -$314K 1.15% 28
2024
Q3 		$22.1M Sell
104,965
-2,602
-2% -$548K 1.04% 31
2024
Q2 		$21.8M Sell
107,567
-1,090
-1% -$213K 1.05% 32
2024
Q1 		$21.8M Sell
108,657
-7,823
-7% -$1.41M 1.06% 33
2023
Q4 		$19.8M Sell
116,480
-4,340
-4% -$658K 1.05% 31
2023
Q3 		$17.5M Sell
120,820
-1,589
-1% -$238K 1.05% 29
2023
Q2 		$17.8M Sell
122,409
-1,215
-1% -$167K 1.02% 32
2023
Q1 		$16.1M Sell
123,624
-1,887
-2% -$259K 1% 32
2022
Q4 		$16.8M Buy
125,511
+1,172
+0.9% +$149K 1.07% 28
2022
Q3 		$13M Buy
124,339
+4,963
+4% +$570K 0.88% 31
2022
Q2 		$13.4M Buy
119,376
+92
+0.1% +$11.4K 0.84% 33
2022
Q1 		$16.3M Sell
119,284
-496
-0.4% -$73.2K 0.87% 32
2021
Q4 		$19M Sell
119,780
-15
-0% -$2.46K 0.94% 31
2021
Q3 		$19.6M Buy
119,795
+520
+0.4% +$81.5K 1.05% 31
2021
Q2 		$18.6M Sell
119,275
-575
-0.5% -$90.3K 1% 31
2021
Q1 		$18.2M Sell
119,850
-1,570
-1% -$226K 1.04% 31
2020
Q4 		$15.4M Buy
121,420
+1,289
+1% +$144K 0.92% 30
2020
Q3 		$11.6M Buy
120,131
+11,614
+11% +$1.14M 0.77% 31
2020
Q2 		$10.2M Buy
108,517
+725
+0.7% +$68.8K 0.75% 34
2020
Q1 		$9.71M Sell
107,792
-518
-0.5% -$62.9K 0.85% 30
2019
Q4 		$15.1M Sell
108,310
-910
-0.8% -$117K 1% 30
2019
Q3 		$12.9M Sell
109,220
-1,290
-1% -$146K 0.93% 34
2019
Q2 		$12.4M Sell
110,510
-608
-0.5% -$67K 0.91% 35
2019
Q1 		$11.2M Buy
111,118
+1,315
+1% +$135K 0.86% 36
2018
Q4 		$10.7M Buy
109,803
+460
+0.4% +$49K 0.93% 34
2018
Q3 		$12.3M Buy
109,343
+1,372
+1% +$156K 0.9% 32
2018
Q2 		$11.3M Buy
107,971
+3,825
+4% +$420K 0.89% 33
2018
Q1 		$11.5M Buy
104,146
+8,597
+9% +$973K 0.95% 34
2017
Q4 		$10.2M Sell
95,549
-680
-0.7% -$68.9K 0.85% 36
2017
Q3 		$9.19M Sell
96,229
-450
-0.5% -$41.5K 0.8% 36
2017
Q2 		$8.84M Sell
96,679
-844
-0.9% -$72.8K 0.78% 36
2017
Q1 		$8.57M Buy
97,523
+1,015
+1% +$89.5K 0.73% 37
2016
Q4 		$8.33M Buy
96,508
+1,435
+2% +$109K 0.76% 38
2016
Q3 		$6.33M Sell
95,073
-1,271
-1% -$82.9K 0.59% 42
2016
Q2 		$5.99M Sell
96,344
-3,333
-3% -$208K 0.59% 42
2016
Q1 		$5.9M Sell
99,677
-10,722
-10% -$626K 0.62% 42
2015
Q4 		$7.29M Sell
110,399
-4,594
-4% -$299K 0.76% 38
2015
Q3 		$7.01M Sell
114,993
-6,431
-5% -$421K 0.77% 36
2015
Q2 		$8.23M Buy
121,424
+50
+0% +$3.26K 0.84% 37
2015
Q1 		$7.35M Sell
121,374
-9,583
-7% -$568K 0.75% 39
2014
Q4 		$8.2M Sell
130,957
-131,985
-50% -$7.94M 0.83% 37
2014
Q3 		$15.8M Buy
262,942
+2,558
+1% +$150K 1.65% 26
2014
Q2 		$15M Buy
260,384
+8,904
+4% +$501K 1.57% 27
2014
Q1 		$15.3M Buy
251,480
+9,462
+4% +$547K 1.64% 26
2013
Q4 		$14.2M Buy
242,018
+6,415
+3% +$351K 1.51% 29
2013
Q3 		$12.2M Buy
235,603
+110,656
+89% +$5.94M 1.44% 25
2013
Q2 		$6.6M Buy
+124,947
New +$6.35M 0.83% 34

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Birch Hill Investment Advisors's JPM Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $351K and leaving 94,380 shares worth $30.9M. The position accounts for 1.25% of the portfolio, ranked #26.

Birch Hill Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.2M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Birch Hill Investment Advisors held 94,380 shares of JPMorgan Chase worth $30.9M as of Q2 2026.
  • Birch Hill Investment Advisors sold 1,130 JPMorgan Chase shares in Q2 2026, an estimated $351K.
  • JPMorgan Chase made up 1.25% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Birch Hill Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Birch Hill Investment Advisors's JPMorgan Chase position peaked at $31.2M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.