JP Morgan Chase’s Ventas VTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-200,000	Closed	-$16.3M	–	8114
2026 Q1	$16.3M	Sell	200,000 -50,000	-20%	-$4.09M	﹤0.01%	2255
2025 Q4	$19.3M	Buy	+250,000	New	+$18.9M	﹤0.01%	2093
2025 Q1	–	Sell	-200,000	Closed	-$11.8M	–	7762
2024 Q4	$11.8M	Buy	+200,000	New	+$12.6M	﹤0.01%	2541
2020 Q1	–	Sell	-140,000	Closed	-$8.08M	–	5764
2019 Q4	$8.08M	Hold	140,000	–	–	﹤0.01%	2299
2019 Q3	$10.2M	Hold	140,000	–	–	﹤0.01%	2127
2019 Q2	$9.72M	Buy	140,000 +100,000	+250%	+$6.38M	﹤0.01%	2130
2019 Q1	$2.55M	Buy	+40,000	New	+$2.5M	﹤0.01%	3170
2013 Q3	–	Sell	-35,028	Closed	-$2.78M	–	4468
2013 Q2	$2.78M	Buy	+35,028	New	+$3.01M	﹤0.01%	2557

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase's VTR Position: Q2 2026 in Review

JP Morgan Chase increased its Ventas (VTR) stake by 24% in Q2 2026, buying an estimated $709M and bringing the position to 43,693,905 shares worth $3.9B. The position accounts for 0.22% of the portfolio, ranked #96.

JP Morgan Chase first reported a position in VTR in Q2 2013 and has held it in 53 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

JP Morgan Chase held 43,693,905 shares of Ventas worth $3.9B as of Q2 2026.
JP Morgan Chase bought 8,314,756 Ventas shares in Q2 2026, an estimated $709M.
Ventas made up 0.22% of JP Morgan Chase's portfolio in Q2 2026, its #96 holding.
JP Morgan Chase first reported a position in Ventas in Q2 2013 and has held it in 53 quarters since.
953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.