JP Morgan Chase
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JP Morgan Chase’s Omega Healthcare OHI Stock Holding History

JP Morgan Chase’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$168M Buy
3,812,962
+221,963
+6% +$10.1M 0.01% 772
2025
Q4 		$159M Buy
3,590,999
+173,759
+5% +$7.49M 0.01% 753
2025
Q3 		$144M Buy
3,417,240
+1,496,059
+78% +$60.3M 0.01% 829
2025
Q2 		$70.4M Sell
1,921,181
-1,061,439
-36% -$39.4M ﹤0.01% 1130
2025
Q1 		$114M Buy
2,982,620
+1,289,424
+76% +$48M 0.01% 879
2024
Q4 		$64.1M Sell
1,693,196
-302,629
-15% -$12.1M ﹤0.01% 1174
2024
Q3 		$81.2M Buy
1,995,825
+103,010
+5% +$3.9M 0.01% 1054
2024
Q2 		$64.8M Buy
1,892,815
+71,752
+4% +$2.26M 0.01% 1122
2024
Q1 		$57.7M Buy
1,821,063
+278,433
+18% +$8.46M ﹤0.01% 1206
2023
Q4 		$47.3M Buy
1,542,630
+461,752
+43% +$14.8M ﹤0.01% 1259
2023
Q3 		$35.8M Sell
1,080,878
-31,943
-3% -$1.02M ﹤0.01% 1279
2023
Q2 		$34.2M Sell
1,112,821
-220,607
-17% -$6.37M ﹤0.01% 1309
2023
Q1 		$36.6M Buy
1,333,428
+296,932
+29% +$8.26M ﹤0.01% 1253
2022
Q4 		$29M Sell
1,036,496
-436,503
-30% -$13.2M ﹤0.01% 1407
2022
Q3 		$43.4M Sell
1,472,999
-76,706
-5% -$2.4M 0.01% 1117
2022
Q2 		$43.7M Buy
1,549,705
+159,411
+11% +$4.54M 0.01% 1122
2022
Q1 		$43.3M Sell
1,390,294
-1,406,623
-50% -$41.5M 0.01% 1245
2021
Q4 		$82.8M Buy
2,796,917
+1,150,891
+70% +$33.6M 0.01% 964
2021
Q3 		$49.3M Buy
1,646,026
+311,882
+23% +$10.7M 0.01% 1185
2021
Q2 		$48.4M Sell
1,334,144
-98,036
-7% -$3.64M 0.01% 1240
2021
Q1 		$52.5M Buy
1,432,180
+197,342
+16% +$7.26M 0.01% 1144
2020
Q4 		$44.8M Buy
1,234,838
+370,072
+43% +$12.5M 0.01% 1132
2020
Q3 		$25.7M Sell
864,766
-28,177
-3% -$880K ﹤0.01% 1334
2020
Q2 		$26.5M Sell
892,943
-525,498
-37% -$15.6M 0.01% 1199
2020
Q1 		$37.6M Buy
1,418,441
+578,094
+69% +$21.9M 0.01% 921
2019
Q4 		$35.6M Sell
840,347
-13,114
-2% -$555K 0.01% 1162
2019
Q3 		$35.7M Buy
853,461
+241,985
+40% +$9.43M 0.01% 1144
2019
Q2 		$22.3M Buy
611,476
+186,256
+44% +$6.79M ﹤0.01% 1490
2019
Q1 		$16.2M Buy
425,220
+105,173
+33% +$3.9M ﹤0.01% 1685
2018
Q4 		$11.3M Sell
320,047
-812,876
-72% -$28.2M ﹤0.01% 1915
2018
Q3 		$37.1M Buy
1,132,923
+224,549
+25% +$7.15M 0.01% 1198
2018
Q2 		$28.2M Buy
908,374
+569,796
+168% +$16.3M 0.01% 1340
2018
Q1 		$9.16M Sell
338,578
-742,142
-69% -$19.8M ﹤0.01% 2092
2017
Q4 		$29.8M Sell
1,080,720
-297,104
-22% -$8.58M 0.01% 1283
2017
Q3 		$44M Sell
1,377,824
-172,603
-11% -$5.53M 0.01% 1006
2017
Q2 		$51.2M Sell
1,550,427
-1,198,691
-44% -$39.7M 0.01% 899
2017
Q1 		$90.7M Buy
2,749,118
+1,448,079
+111% +$46.5M 0.02% 662
2016
Q4 		$40.7M Sell
1,301,039
-5,198,521
-80% -$160M 0.01% 1014
2016
Q3 		$230M Sell
6,499,560
-138,900
-2% -$4.94M 0.06% 339
2016
Q2 		$225M Buy
6,638,460
+820,612
+14% +$27.4M 0.06% 337
2016
Q1 		$205M Buy
5,817,848
+2,414,146
+71% +$79.1M 0.05% 362
2015
Q4 		$119M Sell
3,403,702
-422,589
-11% -$14.6M 0.03% 510
2015
Q3 		$134M Buy
3,826,291
+849,998
+29% +$29.8M 0.04% 468
2015
Q2 		$102M Buy
2,976,293
+1,612,069
+118% +$59.2M 0.02% 593
2015
Q1 		$55.3M Sell
1,364,224
-2,334,312
-63% -$96.6M 0.01% 845
2014
Q4 		$145M Sell
3,698,536
-492,529
-12% -$18.7M 0.03% 514
2014
Q3 		$143M Buy
4,191,065
+3,952,308
+1,655% +$145M 0.03% 505
2014
Q2 		$8.8M Sell
238,757
-363,529
-60% -$13M ﹤0.01% 1809
2014
Q1 		$20.2M Buy
602,286
+429,815
+249% +$13.7M 0.01% 1308
2013
Q4 		$5.14M Sell
172,471
-138,569
-45% -$4.39M ﹤0.01% 2149
2013
Q3 		$9.29M Buy
311,040
+110,780
+55% +$3.37M ﹤0.01% 1796
2013
Q2 		$6.21M Buy
+200,260
New +$6.58M ﹤0.01% 1985

Other funds holding OHI

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase increased its Omega Healthcare (OHI) stake by 6.2% in Q1 2026, buying an estimated $10.1M and bringing the position to 3,812,962 shares worth $168M. The position accounts for 0.01% of the portfolio, ranked #772.

JP Morgan Chase first reported a position in OHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $230M in Q3 2016. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • JP Morgan Chase held 3,812,962 shares of Omega Healthcare worth $168M as of Q1 2026.
  • JP Morgan Chase bought 221,963 Omega Healthcare shares in Q1 2026, an estimated $10.1M.
  • Omega Healthcare made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #772 holding.
  • JP Morgan Chase first reported a position in Omega Healthcare in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Omega Healthcare position peaked at $230M in Q3 2016.
  • 740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

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