A detailed history of Birch Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Birch Financial Group, LLC holds 2,560 shares of JPM stock, worth $768,947. This represents 0.48% of its overall portfolio holdings.

Number of Shares
2,560
Previous 2,146 19.29%
Holding current value
$768,947
Previous $622 Million 29.81%
% of portfolio
0.48%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
$282.78 - $316.06 $117,070 - $130,848
414 Added 19.29%
2,560 $808 Million
Q2 2025

Oct 30, 2025

BUY
$210.28 - $289.91 $30,490 - $42,036
145 Added 7.25%
2,146 $622 Million
Q1 2025

Oct 30, 2025

BUY
$225.19 - $279.95 $13,061 - $16,237
58 Added 2.99%
2,001 $491 Million
Q4 2024

Oct 30, 2025

BUY
$205.18 - $250.29 $398,664 - $486,313
1,943 New
1,943 $466 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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