JP Morgan Chase
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JP Morgan Chase’s Smartbird Inc BIRD Stock Holding History

JP Morgan Chase’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104K Buy
24,151
+24,147
+603,675% +$124K ﹤0.01% 6014
2026
Q1 		$12 Sell
4
-11
-73% -$38 ﹤0.01% 7423
2025
Q4 		$62 Sell
15
-1,391
-99% -$7.88K ﹤0.01% 7248
2025
Q3 		$7.97K Buy
1,406
+10
+0.7% +$82 ﹤0.01% 6697
2025
Q2 		$14.8K Sell
1,396
-2,350
-63% -$16.4K ﹤0.01% 6240
2025
Q1 		$24.1K Sell
3,746
-2,486
-40% -$16K ﹤0.01% 6099
2024
Q4 		$43.4K Buy
6,232
+3,919
+169% +$35.2K ﹤0.01% 6064
2024
Q3 		$27.3K Sell
2,313
-2,349
-50% -$29.7K ﹤0.01% 6165
2024
Q2 		$46.6K Sell
4,662
-1,832
-28% -$22.4K ﹤0.01% 5886
2024
Q1 		$90.2K Buy
6,494
+349
+6% +$6.51K ﹤0.01% 5715
2023
Q4 		$151K Buy
6,145
+1,459
+31% +$28.8K ﹤0.01% 5539
2023
Q3 		$104K Sell
4,686
-1,629
-26% -$43.9K ﹤0.01% 5451
2023
Q2 		$159K Buy
6,315
+346
+6% +$8.63K ﹤0.01% 5213
2023
Q1 		$143K Buy
5,969
+113
+2% +$5.21K ﹤0.01% 5259
2022
Q4 		$282K Sell
5,856
-515
-8% -$30.2K ﹤0.01% 4863
2022
Q3 		$387K Sell
6,371
-1,255
-16% -$111K ﹤0.01% 4610
2022
Q2 		$599K Sell
7,626
-17,036
-69% -$1.72M ﹤0.01% 4448
2022
Q1 		$2.96M Buy
24,662
+20,922
+559% +$4.12M ﹤0.01% 3449
2021
Q4 		$1.13M Buy
+3,740
New +$1.4M ﹤0.01% 4293

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $147M AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return

JP Morgan Chase's BIRD Position: Q2 2026 in Review

JP Morgan Chase increased its Smartbird Inc (BIRD) stake by 603,675% in Q2 2026, buying an estimated $124K and bringing the position to 24,151 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #6014.

JP Morgan Chase first reported a position in BIRD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.96M in Q1 2022. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • JP Morgan Chase held 24,151 shares of Smartbird Inc worth $104K as of Q2 2026.
  • JP Morgan Chase bought 24,147 Smartbird Inc shares in Q2 2026, an estimated $124K.
  • Smartbird Inc made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6014 holding.
  • JP Morgan Chase first reported a position in Smartbird Inc in Q4 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's Smartbird Inc position peaked at $2.96M in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.