JP Morgan Chase
BTSG icon

JP Morgan Chase’s BrightSpring Health Services BTSG Stock Holding History

JP Morgan Chase’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.72M Buy
209,823
+26,142
+14% +$1.05M ﹤0.01% 2810
2025
Q4 		$6.88M Sell
183,681
-115,069
-39% -$3.86M ﹤0.01% 3031
2025
Q3 		$8.83M Buy
298,750
+42,603
+17% +$990K ﹤0.01% 2830
2025
Q2 		$6.04M Sell
256,147
-240,038
-48% -$5.01M ﹤0.01% 2982
2025
Q1 		$8.98M Buy
496,185
+451,820
+1,018% +$8.87M ﹤0.01% 2636
2024
Q4 		$756K Sell
44,365
-119,253
-73% -$2.06M ﹤0.01% 4809
2024
Q3 		$2.4M Buy
163,618
+120,005
+275% +$1.5M ﹤0.01% 3859
2024
Q2 		$495K Buy
43,613
+22,330
+105% +$244K ﹤0.01% 4693
2024
Q1 		$231K Buy
+21,283
New +$213K ﹤0.01% 5271

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

JP Morgan Chase increased its BrightSpring Health Services (BTSG) stake by 14% in Q1 2026, buying an estimated $1.05M and bringing the position to 209,823 shares worth $8.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

JP Morgan Chase first reported a position in BTSG in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.98M in Q1 2025. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • JP Morgan Chase held 209,823 shares of BrightSpring Health Services worth $8.72M as of Q1 2026.
  • JP Morgan Chase bought 26,142 BrightSpring Health Services shares in Q1 2026, an estimated $1.05M.
  • BrightSpring Health Services made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2810 holding.
  • JP Morgan Chase first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 9 quarters since.
  • JP Morgan Chase's BrightSpring Health Services position peaked at $8.98M in Q1 2025.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

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