Birch Hill Investment Advisors LLC / JPM
Birch Hill Investment Advisors LLC’s Jpmorgan Chase & Co Position
Does Birch Hill Investment Advisors LLC own Jpmorgan Chase & Co (JPM)? Yes — 95.5K shares worth $28M (+1.26% of its 13F portfolio) as of Q1 2026, down from 96.8K shares the prior filed quarter.
Position Value
$28M
Q1 2026
Shares
95.5K
% of Portfolio
+1.26%
Quarters Held
26
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 95.5K | $28M | +1.26% |
| Q4 2025 | 96.8K | $31M | +1.30% |
| Q3 2025 | 99.1K | $31M | +1.32% |
| Q2 2025 | 101.4K | $29M | +1.31% |
| Q1 2025 | 102.5K | $25M | +1.19% |
| Q4 2024 | 103.6K | $25M | +1.15% |
| Q3 2024 | 105.0K | $22M | +1.04% |
| Q2 2024 | 107.6K | $22M | +1.05% |
| Q1 2024 | 108.7K | $22M | +1.06% |
| Q4 2023 | 116.5K | $20M | +1.05% |
| Q3 2023 | 120.8K | $18M | +1.05% |
| Q2 2023 | 122.4K | $18M | +1.02% |
| Q1 2023 | 123.6K | $16M | +1.00% |
| Q4 2022 | 125.5K | $17M | +1.07% |
| Q3 2022 | 124.3K | $13M | +0.88% |
| Q2 2022 | 119.4K | $13M | +0.84% |
| Q1 2022 | 119.3K | $16M | +0.87% |
| Q4 2021 | 119.8K | $19M | +0.94% |
| Q3 2021 | 119.8K | $20M | +1.05% |
| Q2 2021 | 119.3K | $19M | +1.00% |
| Q1 2021 | 119.8K | $18M | +1.04% |
| Q4 2020 | 121.4K | $15M | +0.92% |
| Q3 2020 | 120.1K | $12M | +0.77% |
| Q2 2020 | 108.5K | $10M | +0.75% |
| Q1 2020 | 107.8K | $10M | +0.85% |
| Q4 2019 | 108.3K | $15M | +1.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birch Hill Investment Advisors LLC’s full portfolio or all institutional holders of JPM.