JP Morgan Chase
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JP Morgan Chase’s Brookdale Senior Living BKD Stock Holding History

JP Morgan Chase’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.93M Sell
666,724
-503,076
-43% -$7.05M ﹤0.01% 2788
2025
Q4 		$12.6M Buy
1,169,800
+211,091
+22% +$2.08M ﹤0.01% 2475
2025
Q3 		$8.12M Buy
958,709
+6,110
+0.6% +$46.6K ﹤0.01% 2911
2025
Q2 		$6.63M Sell
952,599
-190,662
-17% -$1.24M ﹤0.01% 2900
2025
Q1 		$7.16M Buy
1,143,261
+433,247
+61% +$2.32M ﹤0.01% 2845
2024
Q4 		$3.57M Buy
710,014
+505,569
+247% +$2.89M ﹤0.01% 3668
2024
Q3 		$1.39M Buy
204,445
+40,433
+25% +$289K ﹤0.01% 4266
2024
Q2 		$1.12M Buy
164,012
+13,179
+9% +$89.1K ﹤0.01% 4198
2024
Q1 		$997K Sell
150,833
-380,112
-72% -$2.22M ﹤0.01% 4348
2023
Q4 		$3.09M Buy
530,945
+291,002
+121% +$1.37M ﹤0.01% 3500
2023
Q3 		$993K Sell
239,943
-20,822
-8% -$83.6K ﹤0.01% 4067
2023
Q2 		$1.1M Sell
260,765
-3,027
-1% -$11.7K ﹤0.01% 3989
2023
Q1 		$778K Buy
263,792
+47,501
+22% +$136K ﹤0.01% 4213
2022
Q4 		$591K Buy
216,291
+26,318
+14% +$98.4K ﹤0.01% 4407
2022
Q3 		$811K Buy
189,973
+11,500
+6% +$54.5K ﹤0.01% 4155
2022
Q2 		$811K Buy
178,473
+33,245
+23% +$196K ﹤0.01% 4246
2022
Q1 		$1.02M Buy
145,228
+22,056
+18% +$135K ﹤0.01% 4246
2021
Q4 		$636K Buy
123,172
+1,744
+1% +$10.9K ﹤0.01% 4682
2021
Q3 		$766K Sell
121,428
-2,489
-2% -$17.8K ﹤0.01% 4487
2021
Q2 		$979K Buy
123,917
+6,146
+5% +$44.2K ﹤0.01% 4313
2021
Q1 		$713K Sell
117,771
-1,352,046
-92% -$7.28M ﹤0.01% 4456
2020
Q4 		$6.51M Buy
1,469,817
+1,367,465
+1,336% +$5.05M ﹤0.01% 2586
2020
Q3 		$262K Buy
102,352
+11,046
+12% +$30.5K ﹤0.01% 4239
2020
Q2 		$269K Sell
91,306
-272,537
-75% -$882K ﹤0.01% 4131
2020
Q1 		$1.14M Buy
363,843
+238,898
+191% +$1.39M ﹤0.01% 3322
2019
Q4 		$908K Sell
124,945
-26,596
-18% -$198K ﹤0.01% 3931
2019
Q3 		$1.15M Sell
151,541
-297,949
-66% -$2.36M ﹤0.01% 3754
2019
Q2 		$3.11M Buy
449,490
+383,701
+583% +$2.53M ﹤0.01% 3052
2019
Q1 		$433K Sell
65,789
-480,272
-88% -$3.53M ﹤0.01% 4278
2018
Q4 		$3.66M Buy
546,061
+17,602
+3% +$148K ﹤0.01% 2816
2018
Q3 		$5.19M Buy
528,459
+480,573
+1,004% +$4.42M ﹤0.01% 2715
2018
Q2 		$435K Buy
47,886
+37,537
+363% +$291K ﹤0.01% 4235
2018
Q1 		$70K Sell
10,349
-43,064
-81% -$364K ﹤0.01% 4699
2017
Q4 		$518K Buy
53,413
+107
+0.2% +$1.09K ﹤0.01% 4048
2017
Q3 		$576K Sell
53,306
-415,822
-89% -$5.26M ﹤0.01% 3780
2017
Q2 		$6.9M Buy
469,128
+432,588
+1,184% +$5.98M ﹤0.01% 2252
2017
Q1 		$491K Buy
36,540
+19,952
+120% +$282K ﹤0.01% 3714
2016
Q4 		$205K Sell
16,588
-107,621
-87% -$1.44M ﹤0.01% 4174
2016
Q3 		$2.17M Sell
124,209
-57,695
-32% -$995K ﹤0.01% 2754
2016
Q2 		$2.81M Sell
181,904
-151,211
-45% -$2.64M ﹤0.01% 2625
2016
Q1 		$5.29M Sell
333,115
-818,656
-71% -$12.5M ﹤0.01% 2186
2015
Q4 		$21.3M Sell
1,151,771
-7,018,038
-86% -$151M 0.01% 1281
2015
Q3 		$188M Sell
8,169,809
-789,781
-9% -$23.3M 0.05% 380
2015
Q2 		$311M Buy
8,959,590
+180,282
+2% +$6.65M 0.07% 297
2015
Q1 		$332M Buy
8,779,308
+52,621
+0.6% +$1.93M 0.08% 294
2014
Q4 		$320M Buy
8,726,687
+974,129
+13% +$33M 0.07% 304
2014
Q3 		$250M Buy
7,752,558
+1,260,701
+19% +$43M 0.06% 357
2014
Q2 		$216M Buy
6,491,857
+1,117,766
+21% +$36.3M 0.06% 374
2014
Q1 		$180M Buy
5,374,091
+2,799,443
+109% +$84.7M 0.05% 397
2013
Q4 		$70M Sell
2,574,648
-31,596
-1% -$876K 0.02% 654
2013
Q3 		$68.5M Buy
2,606,244
+127,971
+5% +$3.51M 0.02% 678
2013
Q2 		$65.5M Buy
+2,478,273
New +$68.3M 0.02% 659

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

JP Morgan Chase reduced its Brookdale Senior Living (BKD) stake by 43% in Q1 2026, selling an estimated $7.05M and leaving 666,724 shares worth $8.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2788.

JP Morgan Chase first reported a position in BKD in Q2 2013 and has held it in 52 quarters since. The position peaked at $332M in Q1 2015. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • JP Morgan Chase held 666,724 shares of Brookdale Senior Living worth $8.93M as of Q1 2026.
  • JP Morgan Chase sold 503,076 Brookdale Senior Living shares in Q1 2026, an estimated $7.05M.
  • Brookdale Senior Living made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2788 holding.
  • JP Morgan Chase first reported a position in Brookdale Senior Living in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Brookdale Senior Living position peaked at $332M in Q1 2015.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

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