BIRCHBROOK, INC.

Position in JPM — Jpmorgan Chase & Co

CIK 2071468 BANGOR, ME

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,670,030

+$66,714 QoQ

Shares Held

8,157

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.69%

of 13F equity value

Holder Rank

#2,700

of 5,058 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

BIRCHBROOK, INC. holds $3,881,424 across 3 Banks - Diversified names. JPM ranks #1 (68.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,157	$2,670,030
2	C	Citigroup Inc	7,975	$1,116,181
3	BAC	Bank Of America Corp /De/	1,671	$95,213

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,670,030	8,157	-7.8%	Shares	Sole	2026-07-09
2026-03-31	$2,603,316	8,850	-3.4%	Shares	Sole	2026-04-08
2025-12-31	$2,953,146	9,165	+3.8%	Shares	Sole	2026-02-04
2025-09-30	$2,785,562	8,831	-1.9%	Shares	Sole	2025-11-03
2025-06-30	$2,609,769	9,002	-1.6%	Shares	Sole	2025-08-11
2025-03-31	$2,245,230	9,153	-4.0%	Shares	Sole	2025-06-10
2024-12-31	$2,285,395	9,534	-2.3%	Shares	Sole	2025-06-10
2024-09-30	$2,058,203	9,761	-15.8%	Shares	Sole	2025-06-10
2024-06-30	$2,343,990	11,589	-4.6%	Shares	Sole	2025-06-10
2024-03-31	$2,433,043	12,147	-9.0%	Shares	Sole	2025-06-10
2023-12-31	$2,269,473	13,342	—	Shares	Sole	2025-06-10
No filing history on record for this holder in this stock.