JPMorgan Income Builder Fund WELL Holdings History
JPMorgan Income Builder Fund's Welltower Inc Holding Summary
As of 2025-04-30, JPMorgan Trust I held 1,747.00 shares of Welltower Inc(WELL), totaling $266,570.00. This investment constitutes 0.01% of their stock portfolio, and JPMorgan Trust I now holds 0% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2021Q3. And since then JPMorgan Income Builder Fund has made 8 purchases of WELL, at an average price of $92.76, for a total of 357,637.00 shares. In addition, there have been 8 sales at an average price of $109.31 for 355,890.00 shares. Based on historical transaction data and WELL's current price of $159.05, JPMorgan Income Builder Fund's estimated gain on his WELL holdings is $6.01 Mil, reflecting a 18.11% gain to date.
JPMorgan Income Builder Fund WELL ($159.05) Holding Chart
JPMorgan Income Builder Fund WELL ($159.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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