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Invenio Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Invenio Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
3,702
+57
+2% +$17.7K 0.43% 35
2026
Q1 		$1.07M Buy
3,645
+15
+0.4% +$4.55K 0.43% 32
2025
Q4 		$1.17M Sell
3,630
-55
-1% -$17K 0.43% 35
2025
Q3 		$1.16M Sell
3,685
-2
-0.1% -$595 0.42% 36
2025
Q2 		$1.07M Buy
3,687
+105
+3% +$26.8K 0.43% 34
2025
Q1 		$879K Buy
3,582
+163
+5% +$41.6K 0.37% 37
2024
Q4 		$820K Hold
3,419
– – 0.34% 42
2024
Q3 		$721K Hold
3,419
– – 0.31% 41
2024
Q2 		$692K Sell
3,419
-182
-5% -$35.6K 0.34% 38
2024
Q1 		$721K Sell
3,601
-289
-7% -$52.1K 0.39% 40
2023
Q4 		$662K Buy
3,890
+1
+0% +$152 0.48% 39
2023
Q3 		$564K Buy
3,889
+262
+7% +$39.3K 0.51% 41
2023
Q2 		$528K Buy
+3,627
New +$499K 0.6% 33

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Invenio Wealth Partners's JPM Position: Q2 2026 in Review

Invenio Wealth Partners increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $17.7K and bringing the position to 3,702 shares worth $1.21M. The position accounts for 0.43% of the portfolio, ranked #35.

Invenio Wealth Partners first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. 3,416 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Invenio Wealth Partners held 3,702 shares of JPMorgan Chase worth $1.21M as of Q2 2026.
  • Invenio Wealth Partners bought 57 JPMorgan Chase shares in Q2 2026, an estimated $17.7K.
  • JPMorgan Chase made up 0.43% of Invenio Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Invenio Wealth Partners first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
  • 3,416 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.