JP Morgan Chase
DOC

JP Morgan Chase’s PHYSICIANS REALTY TRUST DOC Stock Holding History

JP Morgan Chase’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,815,053
Closed -$24.2M – 8130
2023
Q4 		$24.2M Sell
1,815,053
-872,653
-32% -$10.4M ﹤0.01% 1686
2023
Q3 		$32.8M Sell
2,687,706
-223,274
-8% -$3.09M ﹤0.01% 1334
2023
Q2 		$40.7M Sell
2,910,980
-661,435
-19% -$9.4M ﹤0.01% 1211
2023
Q1 		$53.3M Buy
3,572,415
+1,674,012
+88% +$25.3M 0.01% 1076
2022
Q4 		$27.5M Buy
1,898,403
+246,789
+15% +$3.58M ﹤0.01% 1438
2022
Q3 		$24.8M Sell
1,651,614
-18,923
-1% -$319K ﹤0.01% 1436
2022
Q2 		$29.2M Buy
1,670,537
+72,995
+5% +$1.29M ﹤0.01% 1344
2022
Q1 		$28M Sell
1,597,542
-547,317
-26% -$9.61M ﹤0.01% 1510
2021
Q4 		$40.4M Buy
2,144,859
+18,142
+0.9% +$334K ﹤0.01% 1325
2021
Q3 		$37.5M Sell
2,126,717
-56,688
-3% -$1.05M ﹤0.01% 1332
2021
Q2 		$40.3M Sell
2,183,405
-95,709
-4% -$1.78M ﹤0.01% 1326
2021
Q1 		$40.3M Buy
2,279,114
+227,245
+11% +$4.03M 0.01% 1267
2020
Q4 		$36.5M Buy
2,051,869
+29,531
+1% +$529K 0.01% 1234
2020
Q3 		$36.1M Buy
2,022,338
+194,554
+11% +$3.47M 0.01% 1146
2020
Q2 		$32M Sell
1,827,784
-149,337
-8% -$2.44M 0.01% 1093
2020
Q1 		$27.6M Buy
1,977,121
+52,125
+3% +$958K 0.01% 1072
2019
Q4 		$36.5M Buy
1,924,996
+1,291,217
+204% +$23.7M 0.01% 1147
2019
Q3 		$11.3M Buy
633,779
+300,565
+90% +$5.22M ﹤0.01% 2045
2019
Q2 		$5.75M Buy
333,214
+9,716
+3% +$177K ﹤0.01% 2523
2019
Q1 		$6.08M Buy
323,498
+6,073
+2% +$108K ﹤0.01% 2441
2018
Q4 		$5.09M Buy
317,425
+71,925
+29% +$1.21M ﹤0.01% 2559
2018
Q3 		$4.14M Sell
245,500
-41,757
-15% -$692K ﹤0.01% 2891
2018
Q2 		$4.58M Buy
287,257
+221,815
+339% +$3.35M ﹤0.01% 2755
2018
Q1 		$1.02M Sell
65,442
-3,565
-5% -$55.9K ﹤0.01% 3661
2017
Q4 		$1.24M Buy
69,007
+59,725
+643% +$1.07M ﹤0.01% 3596
2017
Q3 		$165K Sell
9,282
-139,215
-94% -$2.57M ﹤0.01% 4161
2017
Q2 		$2.99M Buy
148,497
+9,660
+7% +$196K ﹤0.01% 2809
2017
Q1 		$2.76M Sell
138,837
-93,444
-40% -$1.78M ﹤0.01% 2836
2016
Q4 		$4.4M Buy
232,281
+215,880
+1,316% +$4.09M ﹤0.01% 2559
2016
Q3 		$354K Buy
16,401
+3,654
+29% +$77.3K ﹤0.01% 3515
2016
Q2 		$268K Sell
12,747
-11,374
-47% -$218K ﹤0.01% 3631
2016
Q1 		$448K Buy
24,121
+15,279
+173% +$263K ﹤0.01% 3383
2015
Q4 		$149K Buy
+8,842
New +$141K ﹤0.01% 3717

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase's DOC Position: Q1 2024 in Review

JP Morgan Chase sold out of PHYSICIANS REALTY TRUST (DOC) in Q1 2024, closing a stake of 1,815,053 shares — an estimated $24.2M sold.

JP Morgan Chase first reported a position in DOC in Q4 2015 and held it in 33 quarters. The position peaked at $53.3M in Q1 2023. 9 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • JP Morgan Chase reported no remaining PHYSICIANS REALTY TRUST position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,815,053 PHYSICIANS REALTY TRUST shares in Q1 2024, an estimated $24.2M.
  • JP Morgan Chase first reported a position in PHYSICIANS REALTY TRUST in Q4 2015 and held it in 33 quarters.
  • JP Morgan Chase's PHYSICIANS REALTY TRUST position peaked at $53.3M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.