JP Morgan Chase’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.01K	Hold	225	–	–	﹤0.01%	7013
2025 Q4	$2.17K	Hold	225	–	–	﹤0.01%	6932
2025 Q3	$2.04K	Hold	225	–	–	﹤0.01%	6915
2025 Q2	$2.13K	Sell	225 -286	-56%	-$2.72K	﹤0.01%	6530
2025 Q1	$5.15K	Buy	511 +286	+127%	+$2.86K	﹤0.01%	6429
2024 Q4	$2.17K	Hold	225	–	–	﹤0.01%	6631
2024 Q3	$2.46K	Hold	225	–	–	﹤0.01%	6595
2024 Q2	$2.16K	Hold	225	–	–	﹤0.01%	6516
2024 Q1	$2.3K	Hold	225	–	–	﹤0.01%	6559
2023 Q4	$2.1K	Hold	225	–	–	﹤0.01%	6713
2023 Q3	$1.93K	Sell	225 -613	-73%	-$5.85K	﹤0.01%	6554
2023 Q2	$8.35K	Sell	838 -489	-37%	-$4.89K	﹤0.01%	6085
2023 Q1	$13K	Buy	1,327 +1,102	+490%	+$11.2K	﹤0.01%	6068
2022 Q4	$2K	Hold	225	–	–	﹤0.01%	6309
2022 Q3	$2K	Hold	225	–	–	﹤0.01%	6251
2022 Q2	$2K	Hold	225	–	–	﹤0.01%	6281
2022 Q1	$3K	Hold	225	–	–	﹤0.01%	6379
2021 Q4	$3K	Hold	225	–	–	﹤0.01%	6464
2021 Q3	$3K	Hold	225	–	–	﹤0.01%	6291
2021 Q2	$3K	Hold	225	–	–	﹤0.01%	6177
2021 Q1	$3K	Hold	225	–	–	﹤0.01%	5909
2020 Q4	$3K	Hold	225	–	–	﹤0.01%	5489
2020 Q3	$2K	Hold	225	–	–	﹤0.01%	5384
2020 Q2	$2K	Hold	225	–	–	﹤0.01%	5262
2020 Q1	$2K	Hold	225	–	–	﹤0.01%	5181
2019 Q4	$3K	Hold	225	–	–	﹤0.01%	5512
2019 Q3	$2K	Hold	225	–	–	﹤0.01%	5624
2019 Q2	$2K	Hold	225	–	–	﹤0.01%	5687
2019 Q1	$2K	Hold	225	–	–	﹤0.01%	5673
2018 Q4	$2K	Hold	225	–	–	﹤0.01%	5594
2018 Q3	$2K	Hold	225	–	–	﹤0.01%	5605
2018 Q2	$2K	Hold	225	–	–	﹤0.01%	5464
2018 Q1	$2K	Hold	225	–	–	﹤0.01%	5279
2017 Q4	$2K	Hold	225	–	–	﹤0.01%	5367
2017 Q3	$2K	Hold	225	–	–	﹤0.01%	4874
2017 Q2	$2K	Hold	225	–	–	﹤0.01%	4848
2017 Q1	$2K	Hold	225	–	–	﹤0.01%	4955
2016 Q4	$2K	Hold	225	–	–	﹤0.01%	4936
2016 Q3	$2K	Hold	225	–	–	﹤0.01%	4431
2016 Q2	$2K	Hold	225	–	–	﹤0.01%	4596
2016 Q1	$2K	Hold	225	–	–	﹤0.01%	4506
2015 Q4	$2K	Buy	+225	New	+$2.28K	﹤0.01%	4517

Other funds holding GRX

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

JP Morgan Chase held its Gabelli Healthcare & Wellness Trust (GRX) position steady in Q1 2026 at 225 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #7013.

JP Morgan Chase first reported a position in GRX in Q4 2015 and has held it in 42 quarters since. The position peaked at $13K in Q1 2023. 51 funds tracked by Wall St. Rank hold GRX as of Q1 2026.

JP Morgan Chase held 225 shares of Gabelli Healthcare & Wellness Trust worth $2.01K as of Q1 2026.
JP Morgan Chase left its Gabelli Healthcare & Wellness Trust share count unchanged in Q1 2026.
Gabelli Healthcare & Wellness Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7013 holding.
JP Morgan Chase first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2015 and has held it in 42 quarters since.
JP Morgan Chase's Gabelli Healthcare & Wellness Trust position peaked at $13K in Q1 2023.
51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2026.

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