JP Morgan Chase
CTO

JP Morgan Chase’s CTO Realty Growth CTO Stock Holding History

JP Morgan Chase’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.71M Buy
146,898
+13,437
+10% +$251K ﹤0.01% 3872
2025
Q4 		$2.46M Sell
133,461
-7,290
-5% -$125K ﹤0.01% 3920
2025
Q3 		$2.29M Sell
140,751
-22,407
-14% -$378K ﹤0.01% 3982
2025
Q2 		$2.82M Buy
163,158
+63,926
+64% +$1.16M ﹤0.01% 3655
2025
Q1 		$1.92M Sell
99,232
-63,413
-39% -$1.23M ﹤0.01% 3905
2024
Q4 		$3.21M Buy
162,645
+98,962
+155% +$1.95M ﹤0.01% 3772
2024
Q3 		$1.21M Buy
63,683
+2,500
+4% +$47.5K ﹤0.01% 4351
2024
Q2 		$1.07M Buy
61,183
+2,795
+5% +$48.4K ﹤0.01% 4229
2024
Q1 		$990K Buy
58,388
+19,600
+51% +$330K ﹤0.01% 4355
2023
Q4 		$672K Buy
38,788
+17,125
+79% +$285K ﹤0.01% 4596
2023
Q3 		$351K Sell
21,663
-7,669
-26% -$132K ﹤0.01% 4701
2023
Q2 		$503K Sell
29,332
-63,420
-68% -$1.05M ﹤0.01% 4492
2023
Q1 		$1.6M Sell
92,752
-71,480
-44% -$1.29M ﹤0.01% 3693
2022
Q4 		$3M Buy
164,232
+154,332
+1,559% +$2.96M ﹤0.01% 3246
2022
Q3 		$186K Buy
9,900
+459
+5% +$9.58K ﹤0.01% 4992
2022
Q2 		$192K Buy
9,441
+195
+2% +$4.1K ﹤0.01% 5103
2022
Q1 		$205K Buy
9,246
+2,421
+35% +$49.9K ﹤0.01% 5180
2021
Q4 		$139K Hold
6,825
– – ﹤0.01% 5538
2021
Q3 		$122K Sell
6,825
-1,515
-18% -$27.6K ﹤0.01% 5471
2021
Q2 		$149K Sell
8,340
-34,461
-81% -$610K ﹤0.01% 5379
2021
Q1 		$742K Sell
42,801
-6,159
-13% -$99.7K ﹤0.01% 4431
2020
Q4 		$688K Buy
48,960
+34,106
+230% +$449K ﹤0.01% 4187
2020
Q3 		$170K Sell
14,854
-1,149
-7% -$12.8K ﹤0.01% 4435
2020
Q2 		$172K Sell
16,003
-27,715
-63% -$306K ﹤0.01% 4329
2020
Q1 		$538K Sell
43,718
-19,190
-31% -$298K ﹤0.01% 3779
2019
Q4 		$1.03M Buy
62,908
+56,914
+950% +$983K ﹤0.01% 3835
2019
Q3 		$107K Buy
5,994
+859
+17% +$14.7K ﹤0.01% 4877
2019
Q2 		$83K Buy
5,135
+1,668
+48% +$27.3K ﹤0.01% 4996
2019
Q1 		$55K Sell
3,467
-2,265
-40% -$36.7K ﹤0.01% 5092
2018
Q4 		$81K Buy
5,732
+2,328
+68% +$36.4K ﹤0.01% 4923
2018
Q3 		$57K Sell
3,404
-155
-4% -$2.62K ﹤0.01% 5152
2018
Q2 		$59K Buy
3,559
+674
+23% +$11.1K ﹤0.01% 5015
2018
Q1 		$49K Sell
2,885
-202
-7% -$3.57K ﹤0.01% 4817
2017
Q4 		$53K Buy
+3,087
New +$50.4K ﹤0.01% 4875
2017
Q2 		– Sell
-9,637
Closed -$140K – 4995
2017
Q1 		$140K Sell
9,637
-14,265
-60% -$208K ﹤0.01% 4204
2016
Q4 		$347K Buy
+23,902
New +$340K ﹤0.01% 3927
2016
Q3 		– Sell
-26
Closed – – 4586
2016
Q2 		$0 Hold
26
– – ﹤0.01% 4803
2016
Q1 		$0 Buy
+26
New +$334 ﹤0.01% 4699

Other funds holding CTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

JP Morgan Chase increased its CTO Realty Growth (CTO) stake by 10% in Q1 2026, buying an estimated $251K and bringing the position to 146,898 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3872.

JP Morgan Chase first reported a position in CTO in Q1 2016 and has held it in 38 quarters since. The position peaked at $3.21M in Q4 2024. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • JP Morgan Chase held 146,898 shares of CTO Realty Growth worth $2.71M as of Q1 2026.
  • JP Morgan Chase bought 13,437 CTO Realty Growth shares in Q1 2026, an estimated $251K.
  • CTO Realty Growth made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3872 holding.
  • JP Morgan Chase first reported a position in CTO Realty Growth in Q1 2016 and has held it in 38 quarters since.
  • JP Morgan Chase's CTO Realty Growth position peaked at $3.21M in Q4 2024.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

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