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Birchcreek Wealth Management’s JPMorgan Chase JPM Stock Holding History

Birchcreek Wealth Management’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
Q1 		$1.68M Hold
5,721
– – 0.81% 21
2025
Q4 		$1.84M Sell
5,721
-660
-10% -$204K 0.91% 19
2025
Q3 		$2.01M Sell
6,381
-420
-6% -$125K 1.04% 18
2025
Q2 		$1.97M Sell
6,801
-32
-0.5% -$8.17K 1.12% 18
2025
Q1 		$1.68M Sell
6,833
-320
-4% -$81.6K 1.06% 19
2024
Q4 		$1.71M Buy
7,153
+241
+3% +$56.1K 1.08% 18
2024
Q3 		$1.46M Sell
6,912
-164
-2% -$34.5K 0.96% 21
2024
Q2 		$1.43M Hold
7,076
– – 0.81% 28
2024
Q1 		$1.42M Sell
7,076
-9
-0.1% -$1.62K 0.75% 31
2023
Q4 		$1.21M Buy
7,085
+19
+0.3% +$2.88K 0.72% 39
2023
Q3 		$1.02M Buy
7,066
+291
+4% +$43.6K 0.69% 42
2023
Q2 		$985K Buy
6,775
+763
+13% +$105K 0.69% 39
2023
Q1 		$783K Buy
6,012
+517
+9% +$70.8K 0.62% 42
2022
Q4 		$737K Buy
5,495
+130
+2% +$16.5K 0.66% 44
2022
Q3 		$561K Buy
5,365
+707
+15% +$81.1K 0.52% 53
2022
Q2 		$525K Sell
4,658
-350
-7% -$43.4K 0.47% 55
2022
Q1 		$683K Buy
5,008
+226
+5% +$33.4K 0.61% 43
2021
Q4 		$757K Buy
4,782
+19
+0.4% +$3.12K 0.66% 40
2021
Q3 		$780K Buy
4,763
+42
+0.9% +$6.58K 0.73% 37
2021
Q2 		$734K Sell
4,721
-925
-16% -$145K 0.71% 35
2021
Q1 		$859K Buy
5,646
+75
+1% +$10.8K 0.91% 33
2020
Q4 		$707K Buy
+5,571
New +$623K 0.69% 37

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Birchcreek Wealth Management's JPM Position: Q1 2026 in Review

Birchcreek Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 5,721 shares worth $1.68M. The position accounts for 0.81% of the portfolio, ranked #21.

Birchcreek Wealth Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.01M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Birchcreek Wealth Management held 5,721 shares of JPMorgan Chase worth $1.68M as of Q1 2026.
  • Birchcreek Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.81% of Birchcreek Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Birchcreek Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's JPMorgan Chase position peaked at $2.01M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.