JP Morgan Chase
EPR icon

JP Morgan Chase’s EPR Properties EPR Stock Holding History

JP Morgan Chase’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-51,100
Closed -$2.38M – 6408
2021
Q1 		$2.38M Buy
+51,100
New +$2.15M ﹤0.01% 3586
2017
Q3 		– Sell
-15,000
Closed -$1.08M – 5012
2017
Q2 		$1.08M Buy
+15,000
New +$1.09M ﹤0.01% 3389
2016
Q2 		– Sell
-13,800
Closed -$919K – 4829
2016
Q1 		$919K Hold
13,800
– – ﹤0.01% 3114
2015
Q4 		$807K Buy
+13,800
New +$771K ﹤0.01% 3210

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase's EPR Position: Q2 2026 in Review

JP Morgan Chase increased its EPR Properties (EPR) stake by 9.2% in Q2 2026, buying an estimated $4.18M and bringing the position to 873,402 shares worth $51.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

JP Morgan Chase first reported a position in EPR in Q2 2013 and has held it in 53 quarters since. The position peaked at $52.3M in Q3 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • JP Morgan Chase held 873,402 shares of EPR Properties worth $51.8M as of Q2 2026.
  • JP Morgan Chase bought 73,592 EPR Properties shares in Q2 2026, an estimated $4.18M.
  • EPR Properties made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1450 holding.
  • JP Morgan Chase first reported a position in EPR Properties in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's EPR Properties position peaked at $52.3M in Q3 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.