Birch Hill Investment Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1424177 Boston, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$30,893,405

+$2,798,184 QoQ

Shares Held

94,380

-1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#782

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Birch Hill Investment Advisors LLC holds $41,682,731 across 4 Banks - Diversified names. JPM ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	94,380	$30,893,405
2	BAC	Bank Of America Corp /De/	178,425	$10,166,656
3	WFC	Wells Fargo & Company/Mn	5,079	$419,728
4	C	Citigroup Inc	1,450	$202,942

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,893,405	94,380	-1.2%	Shares	Sole	2026-07-21
2026-03-31	$28,095,221	95,510	-1.3%	Shares	Sole	2026-04-29
2025-12-31	$31,194,118	96,810	-2.3%	Shares	Sole	2026-01-27
2025-09-30	$31,244,287	99,053	-2.3%	Shares	Sole	2025-10-23
2025-06-30	$29,404,701	101,427	-1.1%	Shares	Sole	2025-07-30
2025-03-31	$25,155,024	102,548	-1.0%	Shares	Sole	2025-04-18
2024-12-31	$24,837,791	103,616	-1.3%	Shares	Sole	2025-01-28
2024-09-30	$22,132,919	104,965	-2.4%	Shares	Sole	2024-10-10
2024-06-30	$21,756,501	107,567	-1.0%	Shares	Sole	2024-07-30
2024-03-31	$21,763,997	108,657	-6.7%	Shares	Sole	2024-05-13
2023-12-31	$19,813,248	116,480	-3.6%	Shares	Sole	2024-01-29
2023-09-30	$17,521,316	120,820	-1.3%	Shares	Sole	2023-10-19
2023-06-30	$17,803,164	122,409	-1.0%	Shares	Sole	2023-07-20
2023-03-31	$16,109,443	123,624	-1.5%	Shares	Sole	2023-04-14
2022-12-31	$16,831,025	125,511	+0.9%	Shares	Sole	2023-01-31
2022-09-30	$12,993,425	124,339	+4.2%	Shares	Sole	2022-10-19
2022-06-30	$13,442,931	119,376	+0.1%	Shares	Sole	2022-07-13
2022-03-31	$16,260,794	119,284	-0.4%	Shares	Sole	2022-04-08
2021-12-31	$18,967,163	119,780	-0.0%	Shares	Sole	2022-02-02
2021-09-30	$19,609,243	119,795	+0.4%	Shares	Sole	2021-10-25
2021-06-30	$18,552,033	119,275	-0.5%	Shares	Sole	2021-07-22
2021-03-31	$18,244,765	119,850	-1.3%	Shares	Sole	2021-04-26
2020-12-31	$15,428,839	121,420	+1.1%	Shares	Sole	2021-01-27
2020-09-30	$11,565,011	120,131	+10.7%	Shares	Sole	2020-10-22
2020-06-30	$10,207,109	108,517	+0.7%	Shares	Sole	2020-08-10
2020-03-31	$9,704,513	107,792	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.