Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$872,007
+$113,957 QoQ
Shares Held
2,664
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#3,789
of 5,056 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BIRCH FINANCIAL GROUP, LLC holds $5,277,801 across 4 Banks - Diversified names. JPM ranks #2 (16.5% of the industry book) .
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,007 | 2,664 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $758,050 | 2,577 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $826,816 | 2,566 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $807,500 | 2,560 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $622,146 | 2,146 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $490,845 | 2,001 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $465,756 | 1,943 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||