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 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 $96.1B AUM 40.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase increased its BrightSpring Health Services Unit (BTSGU) stake by 3,984% in Q1 2026, buying an estimated $8.59M and bringing the position to 65,218 shares worth $9.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

JP Morgan Chase first reported a position in BTSGU in Q1 2024 and has held it in 9 quarters since. 30 funds tracked by Wall St. Rank hold BTSGU as of Q1 2026.

JP Morgan Chase held 65,218 shares of BrightSpring Health Services Unit worth $9.26M as of Q1 2026.
JP Morgan Chase bought 63,621 BrightSpring Health Services Unit shares in Q1 2026, an estimated $8.59M.
BrightSpring Health Services Unit made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2755 holding.
JP Morgan Chase first reported a position in BrightSpring Health Services Unit in Q1 2024 and has held it in 9 quarters since.
30 funds tracked by Wall St. Rank held BrightSpring Health Services Unit as of Q1 2026.

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