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
2023
Q1 		– Sell
-60,000
Closed -$1.68M – 7087
2022
Q4 		$1.68M Buy
+60,000
New +$1.81M ﹤0.01% 3688

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.