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 Q3	$50.8M	Buy	218,300 +198,300	+992%	+$46.9M	﹤0.01%	1454
2026 Q2	$4.55M	Buy	+20,000	New	+$4.23M	﹤0.01%	3539
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JP Morgan Chase's WELL Position: Q3 2026 in Review

JP Morgan Chase reduced its Welltower (WELL) stake by 7.3% in Q3 2026, selling an estimated $149M and leaving 7,960,866 shares worth $1.85B. The position accounts for 0.1% of the portfolio, ranked #194.

JP Morgan Chase first reported a position in WELL in Q2 2013 and has held it in 54 quarters since. The position peaked at $1.96B in Q2 2026. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

JP Morgan Chase held 7,960,866 shares of Welltower worth $1.85B as of Q3 2026.
JP Morgan Chase sold 628,085 Welltower shares in Q3 2026, an estimated $149M.
Welltower made up 0.1% of JP Morgan Chase's portfolio in Q3 2026, its #194 holding.
JP Morgan Chase first reported a position in Welltower in Q2 2013 and has held it in 54 quarters since.
JP Morgan Chase's Welltower position peaked at $1.96B in Q2 2026.
1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.