JP Morgan Chase
WELL icon

JP Morgan Chase’s Welltower WELL Stock Holding History

JP Morgan Chase’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96B Sell
8,588,951
-77,729
-0.9% -$16.4M 0.11% 175
2026
Q1 		$1.69B Buy
8,666,680
+225,686
+3% +$44.6M 0.11% 187
2025
Q4 		$1.57B Buy
8,440,994
+626,311
+8% +$117M 0.1% 204
2025
Q3 		$1.39B Sell
7,814,683
-83,708
-1% -$13.8M 0.08% 223
2025
Q2 		$1.21B Buy
7,898,391
+149,724
+2% +$22.4M 0.08% 233
2025
Q1 		$1.19B Sell
7,748,667
-2,392,071
-24% -$341M 0.09% 220
2024
Q4 		$1.28B Sell
10,140,738
-2,591,848
-20% -$340M 0.1% 202
2024
Q3 		$1.63B Sell
12,732,586
-93,002
-0.7% -$10.9M 0.12% 174
2024
Q2 		$1.34B Buy
12,825,588
+6,116,535
+91% +$599M 0.11% 184
2024
Q1 		$627M Buy
6,709,053
+1,988,912
+42% +$180M 0.05% 328
2023
Q4 		$426M Sell
4,720,141
-839,472
-15% -$72.8M 0.04% 398
2023
Q3 		$455M Sell
5,559,613
-1,999,254
-26% -$164M 0.05% 334
2023
Q2 		$611M Buy
7,558,867
+2,535,194
+50% +$195M 0.07% 285
2023
Q1 		$360M Buy
5,023,673
+106,981
+2% +$7.76M 0.04% 374
2022
Q4 		$322M Sell
4,916,692
-244,200
-5% -$15.7M 0.04% 382
2022
Q3 		$332M Sell
5,160,892
-1,066,348
-17% -$83.4M 0.05% 363
2022
Q2 		$513M Sell
6,227,240
-309,929
-5% -$27.6M 0.07% 270
2022
Q1 		$628M Buy
6,537,169
+34,843
+0.5% +$3.03M 0.08% 255
2021
Q4 		$558M Buy
6,502,326
+1,383,663
+27% +$115M 0.06% 303
2021
Q3 		$422M Sell
5,118,663
-2,839,088
-36% -$244M 0.05% 353
2021
Q2 		$661M Buy
7,957,751
+503,573
+7% +$38.5M 0.08% 266
2021
Q1 		$534M Buy
7,454,178
+2,117,434
+40% +$142M 0.07% 288
2020
Q4 		$345M Buy
5,336,744
+954,935
+22% +$58M 0.05% 366
2020
Q3 		$239M Sell
4,381,809
-3,148,045
-42% -$173M 0.04% 422
2020
Q2 		$390M Buy
7,529,854
+4,888,736
+185% +$240M 0.08% 260
2020
Q1 		$121M Sell
2,641,118
-1,181,478
-31% -$87.2M 0.03% 516
2019
Q4 		$313M Buy
3,822,596
+578,779
+18% +$49.6M 0.06% 329
2019
Q3 		$294M Buy
3,243,817
+612,586
+23% +$53.3M 0.06% 330
2019
Q2 		$215M Buy
2,631,231
+481,000
+22% +$37.8M 0.04% 425
2019
Q1 		$167M Sell
2,150,231
-598,888
-22% -$44.9M 0.03% 491
2018
Q4 		$191M Sell
2,749,119
-738
-0% -$50.2K 0.04% 419
2018
Q3 		$177M Sell
2,749,857
-1,529,259
-36% -$98.8M 0.03% 493
2018
Q2 		$268M Buy
4,279,116
+740,074
+21% +$41.2M 0.06% 355
2018
Q1 		$193M Buy
3,539,042
+2,482,972
+235% +$140M 0.04% 433
2017
Q4 		$67.3M Sell
1,056,070
-293,270
-22% -$19.7M 0.01% 837
2017
Q3 		$95.2M Buy
1,349,340
+171,985
+15% +$12.5M 0.02% 643
2017
Q2 		$88.1M Buy
1,177,355
+252,591
+27% +$18.5M 0.02% 666
2017
Q1 		$65.5M Sell
924,764
-1,967,405
-68% -$133M 0.02% 818
2016
Q4 		$194M Sell
2,892,169
-1,074,255
-27% -$71.2M 0.05% 397
2016
Q3 		$297M Buy
3,966,424
+70,162
+2% +$5.37M 0.07% 284
2016
Q2 		$297M Buy
3,896,262
+254,682
+7% +$18.1M 0.07% 282
2016
Q1 		$253M Sell
3,641,580
-173,582
-5% -$11.2M 0.06% 321
2015
Q4 		$260M Sell
3,815,162
-805,631
-17% -$52.6M 0.07% 316
2015
Q3 		$313M Sell
4,620,793
-134,964
-3% -$9.01M 0.08% 263
2015
Q2 		$312M Sell
4,755,757
-2,533,434
-35% -$182M 0.07% 294
2015
Q1 		$564M Buy
7,289,191
+1,252,261
+21% +$98.6M 0.13% 181
2014
Q4 		$457M Buy
6,036,930
+1,293,163
+27% +$92.3M 0.1% 216
2014
Q3 		$296M Sell
4,743,767
-100,467
-2% -$6.48M 0.07% 301
2014
Q2 		$304M Buy
4,844,234
+1,299,696
+37% +$81.8M 0.08% 294
2014
Q1 		$211M Buy
3,544,538
+298,394
+9% +$17.1M 0.06% 352
2013
Q4 		$174M Buy
3,246,144
+318,572
+11% +$18.9M 0.05% 374
2013
Q3 		$183M Sell
2,927,572
-1,261,025
-30% -$80.2M 0.05% 358
2013
Q2 		$281M Buy
+4,188,597
New +$298M 0.09% 256

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

JP Morgan Chase reduced its Welltower (WELL) stake by 0.9% in Q2 2026, selling an estimated $16.4M and leaving 8,588,951 shares worth $1.96B. The position accounts for 0.11% of the portfolio, ranked #175.

JP Morgan Chase first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,206 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • JP Morgan Chase held 8,588,951 shares of Welltower worth $1.96B as of Q2 2026.
  • JP Morgan Chase sold 77,729 Welltower shares in Q2 2026, an estimated $16.4M.
  • Welltower made up 0.11% of JP Morgan Chase's portfolio in Q2 2026, its #175 holding.
  • JP Morgan Chase first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
  • 1,206 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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