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
2023
Q1 		– Sell
-37,700
Closed -$2.47M – 7274
2022
Q4 		$2.47M Buy
37,700
+9,700
+35% +$624K ﹤0.01% 3400
2022
Q3 		$1.8M Buy
+28,000
New +$2.19M ﹤0.01% 3564
2019
Q4 		– Sell
-41,700
Closed -$3.78M – 5913
2019
Q3 		$3.78M Hold
41,700
– – ﹤0.01% 2918
2019
Q2 		$3.4M Buy
+41,700
New +$3.28M ﹤0.01% 2955
2016
Q2 		– Sell
-500
Closed -$35K – 4977
2016
Q1 		$35K Buy
+500
New +$32.2K ﹤0.01% 3983

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.