Bluebird Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2104503 MEDFIELD, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,312,913

+$556,190 QoQ

Shares Held

7,066

+18.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.14%

of 13F equity value

Holder Rank

#2,838

of 5,048 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bluebird Wealth Management LLC holds $7,257,006 across 4 Banks - Diversified names. JPM ranks #3 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BCS	Barclays PLC	87,548	$2,351,539
2	C	Citigroup Inc	16,749	$2,344,190
3	JPM	Jpmorgan Chase & Co This page	7,066	$2,312,913
4	RY	Royal Bank Of Canada	1,200	$248,364

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,312,913	7,066	+18.3%	Shares	Sole	2026-08-05
2026-03-31	$1,756,723	5,972	-27.6%	Shares	Sole	2026-05-08
2025-12-31	$2,656,381	8,244	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.