JP Morgan Chase’s Realty Income O Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-76,500	Closed	-$4.44M	–	7484
2025 Q1	$4.44M	Hold	76,500	–	–	﹤0.01%	3260
2024 Q4	$4.09M	Buy	76,500 +16,500	+28%	+$961K	﹤0.01%	3534
2024 Q3	$3.81M	Buy	+60,000	New	+$3.57M	﹤0.01%	3429
2022 Q1	–	Sell	-6,270	Closed	-$449K	–	6882
2021 Q4	$449K	Buy	6,270 +388	+7%	+$26.7K	﹤0.01%	4906
2021 Q3	$370K	Buy	+5,882	New	+$397K	﹤0.01%	4898
2021 Q1	–	Sell	-41,796	Closed	-$2.52M	–	6257
2020 Q4	$2.52M	Hold	41,796	–	–	﹤0.01%	3314
2020 Q3	$2.48M	Hold	41,796	–	–	﹤0.01%	3100
2020 Q2	$2.41M	Hold	41,796	–	–	﹤0.01%	2979
2020 Q1	$2.02M	Hold	41,796	–	–	﹤0.01%	2956
2019 Q4	$2.98M	Sell	41,796 -41,280	-50%	-$3.07M	﹤0.01%	3093
2019 Q3	$6.17M	Hold	83,076	–	–	﹤0.01%	2515
2019 Q2	$5.59M	Hold	83,076	–	–	﹤0.01%	2542
2019 Q1	$5.92M	Buy	+83,076	New	+$5.51M	﹤0.01%	2461

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase reduced its Realty Income (O) stake by 11% in Q1 2026, selling an estimated $111M and leaving 13,833,893 shares worth $846M. The position accounts for 0.05% of the portfolio, ranked #291.

JP Morgan Chase first reported a position in O in Q2 2013 and has held it in 52 quarters since. The position peaked at $880M in Q4 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

JP Morgan Chase held 13,833,893 shares of Realty Income worth $846M as of Q1 2026.
JP Morgan Chase sold 1,778,020 Realty Income shares in Q1 2026, an estimated $111M.
Realty Income made up 0.05% of JP Morgan Chase's portfolio in Q1 2026, its #291 holding.
JP Morgan Chase first reported a position in Realty Income in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's Realty Income position peaked at $880M in Q4 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

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