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Birchwood Financial Partners, Inc. → JPM-PM
Birchwood Financial Partners, Inc. JPM-PM Position History
JPM-PM
Quarters held
22
Latest value
$473K
Q3 2026
Peak value
$1.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $51K |
| Q4 2025 | $766K |
| Q4 2025 | $1.7M |
| Q4 2025 | $190K |
| Q1 2026 | $46K |
| Q1 2026 | $767K |
| Q1 2026 | $1.8M |
| Q1 2026 | $399 |
| Q1 2026 | $200K |
| Q1 2026 | $150K |
| Q2 2026 | $52K |
| Q2 2026 | $948K |
| Q2 2026 | $1.9M |
| Q2 2026 | $407 |
| Q2 2026 | $216K |
| Q2 2026 | $151K |
| Q3 2026 | $229K |
| Q3 2026 | $939K |
| Q3 2026 | $1.9M |
| Q3 2026 | $413 |
| Q3 2026 | $211K |
| Q3 2026 | $473K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $473K | 9.4K | — | — |
| Q3 2026 | $211K | 1.6K | — | — |
| Q3 2026 | $413 | 7 | — | — |
| Q3 2026 | $1.9M | 30.2K | — | — |
| Q3 2026 | $939K | 20.9K | — | — |
| Q3 2026 | $229K | 692 | — | — |
| Q2 2026 | $151K | 3.0K | — | — |
| Q2 2026 | $216K | 1.5K | — | — |
| Q2 2026 | $407 | 7 | — | — |
| Q2 2026 | $1.9M | 29.6K | — | — |
| Q2 2026 | $948K | 20.6K | — | — |
| Q2 2026 | $52K | 158 | — | — |
| Q1 2026 | $150K | 2.9K | — | — |
| Q1 2026 | $200K | 1.5K | — | — |
| Q1 2026 | $399 | 7 | — | — |
| Q1 2026 | $1.8M | 28.8K | — | — |
| Q1 2026 | $767K | 16.6K | — | — |
| Q1 2026 | $46K | 158 | — | — |
| Q4 2025 | $190K | 1.5K | — | — |
| Q4 2025 | $1.7M | 28.7K | — | — |
| Q4 2025 | $766K | 16.6K | — | — |
| Q4 2025 | $51K | 158 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Birchwood Financial Partners, Inc. positions
ETHA
$9.2MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.9MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.2MISHARES ESG AWARE MSCI USA ETF
PDI
$7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ETHA
$6.7MISHARES ESG AWARE MSCI USA ETF
VGES
$6.2MVANGUARD S&P 500 ETF
SCHW-PJ
$6.1MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
PDI
$5.7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND