Birchcreek Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Birchcreek Wealth Management, LLC

$176 Million
Q2 2025

A detailed history of Birchcreek Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 6,801 shares of JPM stock, worth $1.96 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

6,801

Previous 6,833 0.47%

Holding current value

$1.96 Million

Previous $1.68 Million 17.6%

% of portfolio

1.12%

Previous 1.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$210.28 - $289.91 $6,728 - $9,277	-32 Reduced 0.47%	6,801 $1.97 Million
Q1 2025 May 06, 2025	SELL	$225.19 - $279.95 $72,060 - $89,584	-320 Reduced 4.47%	6,833 $1.68 Million
Q4 2024 Feb 04, 2025	BUY	$205.18 - $250.29 $49,448 - $60,319	241 Added 3.49%	7,153 $1.71 Million
Q3 2024 Nov 06, 2024	SELL	$194.9 - $224.8 $31,963 - $36,867	-164 Reduced 2.32%	6,912 $1.46 Million
Q1 2024 Apr 29, 2024	SELL	$167.09 - $200.3 $1,503 - $1,802	-9 Reduced 0.13%	7,076 $1.42 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $2,578 - $3,235	19 Added 0.27%	7,085 $1.21 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $41,674 - $45,978	291 Added 4.3%	7,066 $1.02 Million
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $97,259 - $110,970	763 Added 12.69%	6,775 $985,000
Q1 2023 May 01, 2023	BUY	$124.91 - $143.8 $64,578 - $74,344	517 Added 9.41%	6,012 $783,000
Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $13,254 - $17,919	130 Added 2.42%	5,495 $736,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $14,656 - $85,250	707 Added 15.18%	5,365 $561,000
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $39,413 - $47,568	-350 Reduced 6.99%	4,658 $525,000
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $28,995 - $38,067	226 Added 4.73%	5,008 $683,000
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $2,924 - $3,263	19 Added 0.4%	4,782 $757,000
Q3 2021 Nov 16, 2021	BUY	$146.97 - $166.98 $6,172 - $7,013	42 Added 0.89%	4,763 $780,000
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $136,317 - $153,957	-925 Reduced 16.38%	4,721 $734,000
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $9,423 - $11,823	75 Added 1.35%	5,646 $859,000
Q4 2020 Jan 28, 2021	BUY	$96.54 - $127.07 $537,824 - $707,906	5,571 New	5,571 $707,000

Others Institutions Holding JPM

# of Institutions

5,264

Shares Held

2.04B

Call Options Held

23.3M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $847B
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 ...

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Birchcreek Wealth Management, LLC Jpmorgan Chase & CO Transaction History