JP Morgan Chase’s Birkenstock BIRK Stock Holding History

JP Morgan Chase’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$658K	Buy	15,147 +2,492	+20%	+$101K	﹤0.01%	4933
2026 Q1	$431K	Sell	12,655 -5,475	-30%	-$213K	﹤0.01%	5115
2025 Q4	$742K	Buy	18,130 +11,061	+156%	+$468K	﹤0.01%	4787
2025 Q3	$320K	Buy	7,069 +2,946	+71%	+$144K	﹤0.01%	5268
2025 Q2	$203K	Sell	4,123 -81,005	-95%	-$4.16M	﹤0.01%	5218
2025 Q1	$3.9M	Buy	85,128 +83,790	+6,262%	+$4.41M	﹤0.01%	3372
2024 Q4	$75.8K	Buy	1,338 +707	+112%	+$35.9K	﹤0.01%	5860
2024 Q3	$31.1K	Buy	631 +143	+29%	+$7.78K	﹤0.01%	6132
2024 Q2	$26.6K	Sell	488 -301	-38%	-$14.9K	﹤0.01%	6068
2024 Q1	$37.3K	Buy	789 +439	+125%	+$21K	﹤0.01%	6043
2023 Q4	$17.1K	Buy	+350	New	+$15.2K	﹤0.01%	6290

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase increased its Birkenstock (BIRK) stake by 20% in Q2 2026, buying an estimated $101K and bringing the position to 15,147 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #4933.

JP Morgan Chase first reported a position in BIRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q1 2025. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

JP Morgan Chase held 15,147 shares of Birkenstock worth $658K as of Q2 2026.
JP Morgan Chase bought 2,492 Birkenstock shares in Q2 2026, an estimated $101K.
Birkenstock made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4933 holding.
JP Morgan Chase first reported a position in Birkenstock in Q4 2023 and has held it in 11 quarters since.
JP Morgan Chase's Birkenstock position peaked at $3.9M in Q1 2025.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

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