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
2020
Q4 		– Sell
-22,800
Closed -$1.24M – 5961
2020
Q3 		$1.24M Buy
+22,800
New +$1.25M ﹤0.01% 3525
2019
Q4 		– Sell
-41,700
Closed -$3.78M – 5912
2019
Q3 		$3.78M Hold
41,700
– – ﹤0.01% 2917
2019
Q2 		$3.4M Buy
+41,700
New +$3.28M ﹤0.01% 2954
2017
Q2 		– Sell
-105,000
Closed -$7.44M – 5253
2017
Q1 		$7.44M Buy
+105,000
New +$7.08M ﹤0.01% 2141
2014
Q4 		– Sell
-958,400
Closed -$59.8M – 4388
2014
Q3 		$59.8M Buy
+958,400
New +$61.8M 0.01% 812

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase increased its Welltower (WELL) stake by 2.7% in Q1 2026, buying an estimated $44.6M and bringing the position to 8,666,680 shares worth $1.69B. The position accounts for 0.11% of the portfolio, ranked #187.

JP Morgan Chase first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • JP Morgan Chase held 8,666,680 shares of Welltower worth $1.69B as of Q1 2026.
  • JP Morgan Chase bought 225,686 Welltower shares in Q1 2026, an estimated $44.6M.
  • Welltower made up 0.11% of JP Morgan Chase's portfolio in Q1 2026, its #187 holding.
  • JP Morgan Chase first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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