JP Morgan Chase
O icon

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
2026
Q1 		– Sell
-474,000
Closed -$26.7M – 7781
2025
Q4 		$26.7M Buy
+474,000
New +$27.4M ﹤0.01% 1834
2025
Q2 		– Sell
-76,500
Closed -$4.44M – 7485
2025
Q1 		$4.44M Hold
76,500
– – ﹤0.01% 3261
2024
Q4 		$4.09M Buy
76,500
+16,500
+28% +$961K ﹤0.01% 3535
2024
Q3 		$3.81M Buy
+60,000
New +$3.57M ﹤0.01% 3430
2022
Q1 		– Sell
-36,740
Closed -$2.63M – 6883
2021
Q4 		$2.63M Buy
36,740
+2,271
+7% +$156K ﹤0.01% 3635
2021
Q3 		$2.17M Buy
+34,469
New +$2.33M ﹤0.01% 3732
2021
Q1 		– Sell
-41,796
Closed -$2.52M – 6258
2020
Q4 		$2.52M Hold
41,796
– – ﹤0.01% 3315
2020
Q3 		$2.48M Hold
41,796
– – ﹤0.01% 3101
2020
Q2 		$2.41M Hold
41,796
– – ﹤0.01% 2980
2020
Q1 		$2.02M Sell
41,796
-273,480
-87% -$19M ﹤0.01% 2957
2019
Q4 		$22.5M Buy
315,276
+232,200
+280% +$17.3M ﹤0.01% 1499
2019
Q3 		$6.17M Hold
83,076
– – ﹤0.01% 2516
2019
Q2 		$5.59M Hold
83,076
– – ﹤0.01% 2543
2019
Q1 		$5.92M Buy
+83,076
New +$5.51M ﹤0.01% 2462

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
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.