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 		$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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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. 1,601 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.
  • 1,601 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.