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JP Morgan Private Wealth Advisors’s Welltower WELL Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$5.43M Buy
+66,285
New +$5.45M 0.02% 485
2023
Q2 		– Sell
-102,889
Closed -$7.38M – 1919
2023
Q1 		$7.38M Buy
102,889
+39,220
+62% +$2.84M 0.02% 496
2022
Q4 		$4.17M Buy
63,669
+14,572
+30% +$937K 0.01% 621
2022
Q3 		$3.16M Buy
49,097
+2,582
+6% +$202K 0.01% 695
2022
Q2 		$3.83M Sell
46,515
-1,072
-2% -$95.4K 0.01% 646
2022
Q1 		$4.58M Sell
47,587
-5,817
-11% -$505K 0.01% 645
2021
Q4 		$4.58M Buy
53,404
+7,031
+15% +$586K 0.01% 635
2021
Q3 		$3.82M Buy
46,373
+7,026
+18% +$604K 0.01% 662
2021
Q2 		$3.27M Buy
39,347
+4,101
+12% +$314K 0.01% 705
2021
Q1 		$2.52M Sell
35,246
-2,586
-7% -$174K 0.01% 691
2020
Q4 		$2.44M Sell
37,832
-20,419
-35% -$1.24M 0.01% 664
2020
Q3 		$3.21M Sell
58,251
-8,228
-12% -$452K 0.01% 530
2020
Q2 		$3.44M Buy
66,479
+21,251
+47% +$1.04M 0.02% 451
2020
Q1 		$2.07M Buy
45,228
+6,519
+17% +$481K 0.01% 536
2019
Q4 		$3.17M Buy
38,709
+1,279
+3% +$110K 0.01% 522
2019
Q3 		$3.39M Sell
37,430
-1,391
-4% -$121K 0.02% 489
2019
Q2 		$3.17M Sell
38,821
-4,576
-11% -$360K 0.02% 492
2019
Q1 		$3.37M Buy
43,397
+2,036
+5% +$153K 0.02% 500
2018
Q4 		$2.87M Sell
41,361
-5,165
-11% -$351K 0.02% 489
2018
Q3 		$2.99M Buy
46,526
+4,851
+12% +$313K 0.01% 539
2018
Q2 		$2.61M Buy
+41,675
New +$2.32M 0.01% 541
2017
Q3 		– Sell
-8,035
Closed -$601K – 1284
2017
Q2 		$601K Buy
8,035
+4,334
+117% +$317K ﹤0.01% 778
2017
Q1 		$262K Sell
3,701
-334
-8% -$22.5K ﹤0.01% 1129
2016
Q4 		$270K Buy
+4,035
New +$267K ﹤0.01% 1048
2016
Q2 		– Sell
-3,948
Closed -$274K – 1321
2016
Q1 		$274K Buy
3,948
+841
+27% +$54.2K ﹤0.01% 989
2015
Q4 		$211K Buy
+3,107
New +$203K ﹤0.01% 1001

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WELL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Welltower (WELL) in Q3 2023: 66,285 shares worth $5.43M. The stake represents 0.02% of the portfolio and ranks #485 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in WELL as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in WELL in Q4 2015 and has held it in 26 quarters since. The position peaked at $7.38M in Q1 2023. 828 funds tracked by Wall St. Rank hold WELL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 66,285 shares of Welltower worth $5.43M as of Q3 2023.
  • Welltower was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Welltower made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #485 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Welltower in Q4 2015 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Welltower position peaked at $7.38M in Q1 2023.
  • 828 funds tracked by Wall St. Rank held Welltower as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.