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Disclosery

Birch Hill Investment Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Birch Hill Investment Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Birch Hill Investment Advisors LLC held 94,380 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,380 shares
    Change vs previous 13F -1,130 shares

    1.25% of the 13F portfolio, value $30,893,426.

    13F-HR 0001172661-26-002717 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 95,510 shares
    Change vs previous 13F -1,300 shares

    1.26% of the 13F portfolio, value $28,095,240.

    13F-HR 0001172661-26-001564 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 96,810 shares
    Change vs previous 13F -2,243 shares

    1.3% of the 13F portfolio, value $31,194,138.

    13F-HR 0001172661-26-000323 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 99,053 shares
    Change vs previous 13F -2,374 shares

    1.32% of the 13F portfolio, value $31,244,307.

    13F-HR 0001172661-25-004406 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 101,427 shares
    Change vs previous 13F -1,121 shares

    1.31% of the 13F portfolio, value $29,404,720.

    13F-HR 0001172661-25-002792 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 102,548 shares
    Change vs previous 13F -1,068 shares

    1.19% of the 13F portfolio, value $25,155,040.

    13F-HR 0001172661-25-001512 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 103,616 shares
    Change vs previous 13F -1,349 shares

    1.15% of the 13F portfolio, value $24,837,806.

    13F-HR 0001172661-25-000385 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 104,965 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $22,132,933.

    13F-HR 0001172661-24-004212 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).