Birch Hill Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Sell |
101,427
-1,121
| -1% | -$325K | 1.31% | 25 |
|
|
2025
Q1 | $25.2M | Sell |
102,548
-1,068
| -1% | -$262K | 1.19% | 27 |
|
|
2024
Q4 | $24.8M | Sell |
103,616
-1,349
| -1% | -$323K | 1.15% | 28 |
|
|
2024
Q3 | $22.1M | Sell |
104,965
-2,602
| -2% | -$549K | 1.04% | 31 |
|
|
2024
Q2 | $21.8M | Sell |
107,567
-1,090
| -1% | -$220K | 1.05% | 32 |
|
|
2024
Q1 | $21.8M | Sell |
108,657
-7,823
| -7% | -$1.57M | 1.06% | 33 |
|
|
2023
Q4 | $19.8M | Sell |
116,480
-4,340
| -4% | -$738K | 1.05% | 31 |
|
|
2023
Q3 | $17.5M | Sell |
120,820
-1,589
| -1% | -$230K | 1.05% | 29 |
|
|
2023
Q2 | $17.8M | Sell |
122,409
-1,215
| -1% | -$177K | 1.02% | 32 |
|
|
2023
Q1 | $16.1M | Sell |
123,624
-1,887
| -2% | -$246K | 1% | 32 |
|
|
2022
Q4 | $16.8M | Buy |
125,511
+1,172
| +0.9% | +$157K | 1.07% | 28 |
|
|
2022
Q3 | $13M | Buy |
124,339
+4,963
| +4% | +$519K | 0.88% | 31 |
|
|
2022
Q2 | $13.4M | Buy |
119,376
+92
| +0.1% | +$10.4K | 0.84% | 33 |
|
|
2022
Q1 | $16.3M | Sell |
119,284
-496
| -0.4% | -$67.6K | 0.87% | 32 |
|
|
2021
Q4 | $19M | Sell |
119,780
-15
| -0% | -$2.38K | 0.94% | 31 |
|
|
2021
Q3 | $19.6M | Buy |
119,795
+520
| +0.4% | +$85.1K | 1.05% | 31 |
|
|
2021
Q2 | $18.6M | Sell |
119,275
-575
| -0.5% | -$89.4K | 1% | 31 |
|
|
2021
Q1 | $18.2M | Sell |
119,850
-1,570
| -1% | -$239K | 1.04% | 31 |
|
|
2020
Q4 | $15.4M | Buy |
121,420
+1,289
| +1% | +$164K | 0.92% | 30 |
|
|
2020
Q3 | $11.6M | Buy |
120,131
+11,614
| +11% | +$1.12M | 0.77% | 31 |
|
|
2020
Q2 | $10.2M | Buy |
108,517
+725
| +0.7% | +$68.2K | 0.75% | 34 |
|
|
2020
Q1 | $9.71M | Sell |
107,792
-518
| -0.5% | -$46.6K | 0.85% | 30 |
|
|
2019
Q4 | $15.1M | Sell |
108,310
-910
| -0.8% | -$127K | 1% | 30 |
|
|
2019
Q3 | $12.9M | Sell |
109,220
-1,290
| -1% | -$152K | 0.93% | 34 |
|
|
2019
Q2 | $12.4M | Sell |
110,510
-608
| -0.5% | -$68K | 0.91% | 35 |
|
|
2019
Q1 | $11.2M | Buy |
111,118
+1,315
| +1% | +$133K | 0.86% | 36 |
|
|
2018
Q4 | $10.7M | Buy |
109,803
+460
| +0.4% | +$44.9K | 0.93% | 34 |
|
|
2018
Q3 | $12.3M | Buy |
109,343
+1,372
| +1% | +$155K | 0.9% | 32 |
|
|
2018
Q2 | $11.3M | Buy |
107,971
+3,825
| +4% | +$399K | 0.89% | 33 |
|
|
2018
Q1 | $11.5M | Buy |
104,146
+8,597
| +9% | +$945K | 0.95% | 34 |
|
|
2017
Q4 | $10.2M | Sell |
95,549
-680
| -0.7% | -$72.7K | 0.85% | 36 |
|
|
2017
Q3 | $9.19M | Sell |
96,229
-450
| -0.5% | -$43K | 0.8% | 36 |
|
|
2017
Q2 | $8.84M | Sell |
96,679
-844
| -0.9% | -$77.1K | 0.78% | 36 |
|
|
2017
Q1 | $8.57M | Buy |
97,523
+1,015
| +1% | +$89.2K | 0.73% | 37 |
|
|
2016
Q4 | $8.33M | Buy |
96,508
+1,435
| +2% | +$124K | 0.76% | 38 |
|
|
2016
Q3 | $6.33M | Sell |
95,073
-1,271
| -1% | -$84.6K | 0.59% | 42 |
|
|
2016
Q2 | $5.99M | Sell |
96,344
-3,333
| -3% | -$207K | 0.59% | 42 |
|
|
2016
Q1 | $5.9M | Sell |
99,677
-10,722
| -10% | -$635K | 0.62% | 42 |
|
|
2015
Q4 | $7.29M | Sell |
110,399
-4,594
| -4% | -$303K | 0.76% | 38 |
|
|
2015
Q3 | $7.01M | Sell |
114,993
-6,431
| -5% | -$392K | 0.77% | 36 |
|
|
2015
Q2 | $8.23M | Buy |
121,424
+50
| +0% | +$3.39K | 0.84% | 37 |
|
|
2015
Q1 | $7.35M | Sell |
121,374
-9,583
| -7% | -$581K | 0.75% | 39 |
|
|
2014
Q4 | $8.2M | Sell |
130,957
-131,985
| -50% | -$8.26M | 0.83% | 37 |
|
|
2014
Q3 | $15.8M | Buy |
262,942
+2,558
| +1% | +$154K | 1.65% | 26 |
|
|
2014
Q2 | $15M | Buy |
260,384
+8,904
| +4% | +$513K | 1.57% | 27 |
|
|
2014
Q1 | $15.3M | Buy |
251,480
+9,462
| +4% | +$574K | 1.64% | 26 |
|
|
2013
Q4 | $14.2M | Buy |
242,018
+6,415
| +3% | +$375K | 1.51% | 29 |
|
|
2013
Q3 | $12.2M | Buy |
235,603
+110,656
| +89% | +$5.72M | 1.44% | 25 |
|
|
2013
Q2 | $6.6M | Buy |
+124,947
| New | +$6.6M | 0.83% | 34 |
|