SEC 13F Intelligence

Birch Grove Capital LP / JPM

Birch Grove Capital LP’s Jpmorgan Chase & Co Position

Does Birch Grove Capital LP own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 38.5K shares worth $4M in Q3 2020; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$4M
Q3 2020
Shares
38.5K
% of Portfolio
+2.01%
Quarters Held
2
position exited

Position History JPM

Reported value by quarter
Q2 ’20: $988,000Q2 ’20Q3 ’20: $4MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202038.5K$4M+2.01%
Q2 202010.5K$988,000+0.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birch Grove Capital LP’s full portfolio or all institutional holders of JPM.