JP Morgan Chase
AHR icon

JP Morgan Chase’s American Healthcare REIT AHR Stock Holding History

JP Morgan Chase’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.7M Buy
909,030
+329,549
+57% +$16.3M ﹤0.01% 1492
2025
Q4 		$27.3M Buy
579,481
+110,765
+24% +$5.14M ﹤0.01% 1813
2025
Q3 		$19.7M Buy
468,716
+19,273
+4% +$775K ﹤0.01% 2115
2025
Q2 		$16.5M Buy
449,443
+21,446
+5% +$713K ﹤0.01% 2103
2025
Q1 		$13M Sell
427,997
-908,228
-68% -$26.2M ﹤0.01% 2314
2024
Q4 		$38M Buy
1,336,225
+418,589
+46% +$11.3M ﹤0.01% 1495
2024
Q3 		$24M Buy
917,636
+125,641
+16% +$2.45M ﹤0.01% 1836
2024
Q2 		$11.6M Buy
791,995
+788,101
+20,239% +$11.1M ﹤0.01% 2330
2024
Q1 		$57.4K Buy
+3,894
New +$53.5K ﹤0.01% 5881

Other funds holding AHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return