JP Morgan Chase’s Diversified Healthcare Trust DHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.4M	Buy	2,773,388 +1,779,437	+179%	+$11.3M	﹤0.01%	2148
2025 Q4	$4.82M	Sell	993,951 -48,015	-5%	-$218K	﹤0.01%	3338
2025 Q3	$4.6M	Buy	1,041,966 +118,003	+13%	+$450K	﹤0.01%	3445
2025 Q2	$3.31M	Buy	923,963 +84,572	+10%	+$244K	﹤0.01%	3517
2025 Q1	$2.01M	Sell	839,391 -394,399	-32%	-$973K	﹤0.01%	3862
2024 Q4	$2.84M	Buy	1,233,790 +369,984	+43%	+$1.09M	﹤0.01%	3883
2024 Q3	$3.62M	Buy	863,806 +324,787	+60%	+$1.09M	﹤0.01%	3472
2024 Q2	$1.64M	Sell	539,019 -364,239	-40%	-$924K	﹤0.01%	3941
2024 Q1	$2.22M	Buy	903,258 +162,137	+22%	+$464K	﹤0.01%	3746
2023 Q4	$2.77M	Buy	741,121 +51,946	+8%	+$122K	﹤0.01%	3579
2023 Q3	$1.34M	Sell	689,175 -129,521	-16%	-$328K	﹤0.01%	3864
2023 Q2	$1.84M	Sell	818,696 -2,693,545	-77%	-$3.87M	﹤0.01%	3596
2023 Q1	$4.74M	Sell	3,512,241 -667,255	-16%	-$690K	﹤0.01%	2860
2022 Q4	$2.7M	Buy	4,179,496 +300,146	+8%	+$296K	﹤0.01%	3332
2022 Q3	$3.84M	Sell	3,879,350 -830,722	-18%	-$1.33M	﹤0.01%	2961
2022 Q2	$8.57M	Buy	4,710,072 +1,031,265	+28%	+$2.36M	﹤0.01%	2297
2022 Q1	$11.8M	Sell	3,678,807 -1,432,535	-28%	-$4.38M	﹤0.01%	2206
2021 Q4	$15.8M	Buy	5,111,342 +327,832	+7%	+$1.06M	﹤0.01%	2026
2021 Q3	$16.2M	Buy	4,783,510 +182,073	+4%	+$687K	﹤0.01%	1941
2021 Q2	$19.2M	Buy	4,601,437 +1,873,481	+69%	+$7.73M	﹤0.01%	1879
2021 Q1	$13M	Buy	2,727,956 +1,284,783	+89%	+$5.91M	﹤0.01%	2119
2020 Q4	$5.95M	Sell	1,443,173 -607,798	-30%	-$2.39M	﹤0.01%	2651
2020 Q3	$7.22M	Buy	2,050,971 +917,086	+81%	+$3.58M	﹤0.01%	2288
2020 Q2	$5.02M	Sell	1,133,885 -1,394,700	-55%	-$4.93M	﹤0.01%	2453
2020 Q1	$9.18M	Buy	+2,528,585	New	+$16.6M	﹤0.01%	1820
2019 Q4	–	Sell	-1,402,073	Closed	-$13M	–	5653
2019 Q3	$13M	Buy	1,402,073 +810,563	+137%	+$6.99M	﹤0.01%	1925
2019 Q2	$4.9M	Buy	591,510 +35,635	+6%	+$297K	﹤0.01%	2675
2019 Q1	$6.55M	Sell	555,875 -176,228	-24%	-$2.26M	﹤0.01%	2371
2018 Q4	$8.58M	Sell	732,103 -1,840,066	-72%	-$27.3M	﹤0.01%	2147
2018 Q3	$45.2M	Buy	2,572,169 +258,024	+11%	+$4.74M	0.01%	1071
2018 Q2	$41.9M	Buy	2,314,145 +408,710	+21%	+$6.76M	0.01%	1066
2018 Q1	$29.8M	Buy	1,905,435 +52,537	+3%	+$874K	0.01%	1255
2017 Q4	$35.5M	Buy	1,852,898 +250,661	+16%	+$4.8M	0.01%	1164
2017 Q3	$31.2M	Sell	1,602,237 -4,126,686	-72%	-$80.4M	0.01%	1208
2017 Q2	$117M	Buy	5,728,923 +2,121,030	+59%	+$45.3M	0.03%	562
2017 Q1	$73.1M	Buy	3,607,893 +3,024,789	+519%	+$59.3M	0.02%	755
2016 Q4	$11M	Sell	583,104 -601,317	-51%	-$11.7M	﹤0.01%	1858
2016 Q3	$26.9M	Buy	1,184,421 +308,602	+35%	+$6.83M	0.01%	1190
2016 Q2	$18.2M	Sell	875,819 -703,963	-45%	-$13.1M	﹤0.01%	1454
2016 Q1	$28.3M	Sell	1,579,782 -2,173,696	-58%	-$33.9M	0.01%	1109
2015 Q4	$55.7M	Buy	3,753,478 +2,814,445	+300%	+$42.1M	0.01%	763
2015 Q3	$15.1M	Sell	939,033 -495,251	-35%	-$8.18M	﹤0.01%	1457
2015 Q2	$24.9M	Buy	1,434,284 +103,651	+8%	+$2.05M	0.01%	1270
2015 Q1	$29.3M	Sell	1,330,633 -13,753	-1%	-$307K	0.01%	1187
2014 Q4	$29.5M	Sell	1,344,386 -605,468	-31%	-$13.3M	0.01%	1237
2014 Q3	$40.4M	Sell	1,949,854 -866,709	-31%	-$19.6M	0.01%	1010
2014 Q2	$67.8M	Buy	2,816,563 +412,970	+17%	+$9.65M	0.02%	710
2014 Q1	$53.5M	Buy	2,403,593 +362,913	+18%	+$7.94M	0.02%	776
2013 Q4	$45M	Sell	2,040,680 -201,562	-9%	-$4.67M	0.01%	871
2013 Q3	$51.9M	Buy	2,242,242 +30,871	+1%	+$747K	0.02%	773
2013 Q2	$56.8M	Buy	+2,211,371	New	+$60M	0.02%	702