A detailed history of Birch Hill Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 104,965 shares of JPM stock, worth $25.7 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
104,965
Previous 107,567 2.42%
Holding current value
$25.7 Million
Previous $21.8 Million 1.69%
% of portfolio
1.08%
Previous 1.07%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$194.9 - $224.8 $507,129 - $584,929
-2,602 Reduced 2.42%
104,965 $22.1 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $196,287 - $223,221
-1,090 Reduced 1.0%
107,567 $21.8 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $1.31 Million - $1.57 Million
-7,823 Reduced 6.72%
108,657 $21.8 Million
Q4 2023

Jan 29, 2024

SELL
$135.69 - $170.3 $588,894 - $739,102
-4,340 Reduced 3.59%
116,480 $19.8 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $227,560 - $251,062
-1,589 Reduced 1.3%
120,820 $17.5 Million
Q2 2023

Jul 20, 2023

SELL
$127.47 - $145.44 $154,876 - $176,709
-1,215 Reduced 0.98%
122,409 $17.8 Million
Q1 2023

Apr 14, 2023

SELL
$124.91 - $143.8 $235,705 - $271,350
-1,887 Reduced 1.5%
123,624 $16.1 Million
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $119,497 - $161,548
1,172 Added 0.94%
125,511 $16.8 Million
Q3 2022

Oct 19, 2022

BUY
$20.73 - $120.58 $102,882 - $598,438
4,963 Added 4.16%
124,339 $13 Million
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $10,360 - $12,503
92 Added 0.08%
119,376 $13.4 Million
Q1 2022

Apr 08, 2022

SELL
$128.3 - $168.44 $63,636 - $83,546
-496 Reduced 0.41%
119,284 $16.3 Million
Q4 2021

Feb 02, 2022

SELL
$153.94 - $171.78 $2,309 - $2,576
-15 Reduced 0.01%
119,780 $19 Million
Q3 2021

Oct 25, 2021

BUY
$146.97 - $166.98 $76,424 - $86,829
520 Added 0.44%
119,795 $19.6 Million
Q2 2021

Jul 22, 2021

SELL
$147.37 - $166.44 $84,737 - $95,703
-575 Reduced 0.48%
119,275 $18.6 Million
Q1 2021

Apr 26, 2021

SELL
$125.65 - $157.65 $197,270 - $247,510
-1,570 Reduced 1.29%
119,850 $18.2 Million
Q4 2020

Jan 27, 2021

BUY
$96.54 - $127.07 $124,440 - $163,793
1,289 Added 1.07%
121,420 $15.4 Million
Q3 2020

Oct 22, 2020

BUY
$91.28 - $103.82 $1.06 Million - $1.21 Million
11,614 Added 10.7%
120,131 $11.6 Million
Q2 2020

Aug 10, 2020

BUY
$84.03 - $113.45 $60,921 - $82,251
725 Added 0.67%
108,517 $10.2 Million
Q1 2020

Apr 20, 2020

SELL
$79.03 - $141.09 $40,937 - $73,084
-518 Reduced 0.48%
107,792 $9.71 Million
Q4 2019

Jan 17, 2020

SELL
$111.82 - $139.4 $12.2 Million - $15.2 Million
-109,220 Closed
0 $0
Q3 2019

Oct 16, 2019

SELL
$104.8 - $120.23 $135,192 - $155,096
-1,290 Reduced 1.17%
109,220 $12.9 Million
Q2 2019

Jul 22, 2019

SELL
$104.64 - $116.12 $63,621 - $70,600
-608 Reduced 0.55%
110,510 $12.4 Million
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $127,699 - $140,954
1,315 Added 1.2%
111,118 $11.2 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $42,384 - $53,047
460 Added 0.42%
109,803 $10.7 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $142,152 - $162,760
1,372 Added 1.27%
109,343 $12.3 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $394,893 - $437,159
3,825 Added 3.67%
107,971 $11.3 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $919,964 - $1.02 Million
8,597 Added 9.0%
104,146 $11.5 Million
Q4 2017

Feb 09, 2018

SELL
$95.86 - $107.83 $65,184 - $73,324
-680 Reduced 0.71%
95,549 $10.2 Million
Q3 2017

Nov 14, 2017

SELL
$88.42 - $95.51 $39,789 - $42,979
-450 Reduced 0.47%
96,229 $9.19 Million
Q2 2017

Aug 11, 2017

BUY
N/A
96,679
96,679 $8.84 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 $720B
  • 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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