Birchbrook
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Birchbrook’s JPMorgan Chase JPM Stock Holding History

Birchbrook’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
Q3 		$2.38M Sell
7,194
-963
-12% -$337K 1.14% 18
2026
Q2 		$2.67M Sell
8,157
-693
-8% -$215K 1.25% 17
2026
Q1 		$2.6M Sell
8,850
-315
-3% -$95.6K 1.28% 17
2025
Q4 		$2.95M Buy
9,165
+334
+4% +$103K 1.47% 16
2025
Q3 		$2.79M Sell
8,831
-171
-2% -$50.9K 1.44% 17
2025
Q2 		$2.61M Sell
9,002
-151
-2% -$38.5K 1.4% 14
2025
Q1 		$2.25M Sell
9,153
-381
-4% -$97.1K 1.26% 17
2024
Q4 		$2.29M Sell
9,534
-227
-2% -$52.9K 1.3% 18
2024
Q3 		$2.06M Sell
9,761
-1,828
-16% -$385K 1.14% 17
2024
Q2 		$2.34M Sell
11,589
-558
-5% -$109K 1.41% 16
2024
Q1 		$2.43M Sell
12,147
-1,195
-9% -$216K 1.45% 14
2023
Q4 		$2.27M Buy
+13,342
New +$2.02M 1.5% 14

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Birchbrook's JPM Position: Q3 2026 in Review

Birchbrook reduced its JPMorgan Chase (JPM) stake by 12% in Q3 2026, selling an estimated $337K and leaving 7,194 shares worth $2.38M. The position accounts for 1.14% of the portfolio, ranked #18.

Birchbrook first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.95M in Q4 2025. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Birchbrook held 7,194 shares of JPMorgan Chase worth $2.38M as of Q3 2026.
  • Birchbrook sold 963 JPMorgan Chase shares in Q3 2026, an estimated $337K.
  • JPMorgan Chase made up 1.14% of Birchbrook's portfolio in Q3 2026, its #18 holding.
  • Birchbrook first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's JPMorgan Chase position peaked at $2.95M in Q4 2025.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.