JP Morgan Chase
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JP Morgan Chase’s Bluerock Homes Trust BHM Stock Holding History

JP Morgan Chase’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$193 Hold
17
– – ﹤0.01% 7253
2025
Q4 		$177 Sell
17
-7
-29% -$69 ﹤0.01% 7175
2025
Q3 		$288 Hold
24
– – ﹤0.01% 7092
2025
Q2 		$250 Buy
24
+1
+4% +$11 ﹤0.01% 6766
2025
Q1 		$261 Sell
23
-1
-4% -$12 ﹤0.01% 6766
2024
Q4 		$318 Hold
24
– – ﹤0.01% 6853
2024
Q3 		$359 Sell
24
-41
-63% -$684 ﹤0.01% 6834
2024
Q2 		$1.13K Buy
65
+41
+171% +$700 ﹤0.01% 6600
2024
Q1 		$407 Buy
24
+1
+4% +$15 ﹤0.01% 6745
2023
Q4 		$322 Buy
23
+3
+15% +$42 ﹤0.01% 6991
2023
Q3 		$256 Sell
20
-21
-51% -$314 ﹤0.01% 6810
2023
Q2 		$648 Sell
41
-5,160
-99% -$88.9K ﹤0.01% 6513
2023
Q1 		$99K Sell
5,201
-561
-10% -$11.5K ﹤0.01% 5435
2022
Q4 		$122K Buy
+5,762
New +$135K ﹤0.01% 5269

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase held its Bluerock Homes Trust (BHM) position steady in Q1 2026 at 17 shares worth $193. The position accounts for ﹤0.01% of the portfolio, ranked #7253.

JP Morgan Chase first reported a position in BHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $122K in Q4 2022. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • JP Morgan Chase held 17 shares of Bluerock Homes Trust worth $193 as of Q1 2026.
  • JP Morgan Chase left its Bluerock Homes Trust share count unchanged in Q1 2026.
  • Bluerock Homes Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7253 holding.
  • JP Morgan Chase first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 14 quarters since.
  • JP Morgan Chase's Bluerock Homes Trust position peaked at $122K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

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