JP Morgan Chase
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JP Morgan Chase’s Surf Air Mobility SRFM Stock Holding History

JP Morgan Chase’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,600
Closed -$12.8K – 7870
2025
Q4 		$12.8K Hold
6,600
– – ﹤0.01% 6606
2025
Q3 		$28.3K Buy
6,600
+6,565
+18,757% +$30.8K ﹤0.01% 6395
2025
Q2 		$129 Buy
+35
New +$87 ﹤0.01% 6812
2025
Q1 		– Sell
-72
Closed -$388 – 7704
2024
Q4 		$388 Buy
72
+45
+167% +$125 ﹤0.01% 6829
2024
Q3 		$36 Buy
27
+1
+4% +$2 ﹤0.01% 7171
2024
Q2 		$69 Hold
26
– – ﹤0.01% 6965
2024
Q1 		$151 Buy
26
+6
+30% +$47 ﹤0.01% 6852
2023
Q4 		$220 Buy
+20
New +$161 ﹤0.01% 7037

Other funds holding SRFM

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

JP Morgan Chase's SRFM Position: Q1 2026 in Review

JP Morgan Chase sold out of Surf Air Mobility (SRFM) in Q1 2026, closing a stake of 6,600 shares — an estimated $12.8K sold.

JP Morgan Chase first reported a position in SRFM in Q4 2023 and held it in 8 quarters. The position peaked at $28.3K in Q3 2025. 69 funds tracked by Wall St. Rank hold SRFM as of Q1 2026.

  • JP Morgan Chase reported no remaining Surf Air Mobility position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 6,600 Surf Air Mobility shares in Q1 2026, an estimated $12.8K.
  • JP Morgan Chase first reported a position in Surf Air Mobility in Q4 2023 and held it in 8 quarters.
  • JP Morgan Chase's Surf Air Mobility position peaked at $28.3K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.