JP Morgan Chase’s BrightSpring Health Services Unit BTSGU Stock Holding History

JP Morgan Chase’s Portfolio BTSGU Stock Details BTSGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-65,218	Closed	-$9.26M	–	8146
2026 Q1	$9.26M	Buy	65,218 +63,621	+3,984%	+$8.59M	﹤0.01%	2755
2025 Q4	$202K	Sell	1,597 -39,203	-96%	-$4.44M	﹤0.01%	5538
2025 Q3	$4.12M	Sell	40,800 -3,131	-7%	-$256K	﹤0.01%	3529
2025 Q2	$3.63M	Buy	43,931 +17,994	+69%	+$1.33M	﹤0.01%	3443
2025 Q1	$1.69M	Sell	25,937 -3,500	-12%	-$247K	﹤0.01%	3997
2024 Q4	$1.84M	Buy	29,437 +22,331	+314%	+$1.43M	﹤0.01%	4214
2024 Q3	$396K	Sell	7,106 -14,793	-68%	-$730K	﹤0.01%	5061
2024 Q2	$1.03M	Sell	21,899 -21,101	-49%	-$937K	﹤0.01%	4257
2024 Q1	$1.94M	Buy	+43,000	New	+$1.79M	﹤0.01%	3869

Other funds holding BTSGU

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIM

SSI Investment Management Los Angeles, California $1.72B AUM 7.09% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

JP Morgan Chase sold out of BrightSpring Health Services Unit (BTSGU) in Q2 2026, closing a stake of 65,218 shares — an estimated $9.26M sold.

JP Morgan Chase first reported a position in BTSGU in Q1 2024 and held it in 9 quarters. The position peaked at $9.26M in Q1 2026. 28 funds tracked by Wall St. Rank hold BTSGU as of Q2 2026.

JP Morgan Chase reported no remaining BrightSpring Health Services Unit position as of Q2 2026 after selling out during the quarter.
JP Morgan Chase sold 65,218 BrightSpring Health Services Unit shares in Q2 2026, an estimated $9.26M.
JP Morgan Chase first reported a position in BrightSpring Health Services Unit in Q1 2024 and held it in 9 quarters.
JP Morgan Chase's BrightSpring Health Services Unit position peaked at $9.26M in Q1 2026.
28 funds tracked by Wall St. Rank held BrightSpring Health Services Unit as of Q2 2026.

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