JP Morgan Chase
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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
Q2 		$17.1M Buy
241,297
+31,474
+15% +$1.75M ﹤0.01% 2350
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 $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase's BTSG Position: Q2 2026 in Review

JP Morgan Chase increased its BrightSpring Health Services (BTSG) stake by 15% in Q2 2026, buying an estimated $1.75M and bringing the position to 241,297 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

JP Morgan Chase first reported a position in BTSG in Q1 2024 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • JP Morgan Chase held 241,297 shares of BrightSpring Health Services worth $17.1M as of Q2 2026.
  • JP Morgan Chase bought 31,474 BrightSpring Health Services shares in Q2 2026, an estimated $1.75M.
  • BrightSpring Health Services made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2350 holding.
  • JP Morgan Chase first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 10 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.