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
2016
Q1 		– Sell
-21,300
Closed -$359K – 5298
2015
Q4 		$359K Buy
+21,300
New +$339K ﹤0.01% 3509

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.