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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
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 $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

Birchbrook's JPM Position: Q2 2026 in Review

Birchbrook reduced its JPMorgan Chase (JPM) stake by 7.8% in Q2 2026, selling an estimated $215K and leaving 8,157 shares worth $2.67M. The position accounts for 1.25% of the portfolio, ranked #17.

Birchbrook first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.95M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Birchbrook held 8,157 shares of JPMorgan Chase worth $2.67M as of Q2 2026.
  • Birchbrook sold 693 JPMorgan Chase shares in Q2 2026, an estimated $215K.
  • JPMorgan Chase made up 1.25% of Birchbrook's portfolio in Q2 2026, its #17 holding.
  • Birchbrook first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's JPMorgan Chase position peaked at $2.95M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.