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Invera Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Invera Wealth Advisors’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 		$5.06M Sell
15,464
-499
-3% -$155K 2.72% 9
2026
Q1 		$4.7M Sell
15,963
-101
-0.6% -$30.7K 3.01% 7
2025
Q4 		$5.18M Sell
16,064
-796
-5% -$246K 3.27% 7
2025
Q3 		$5.32M Sell
16,860
-200
-1% -$59.5K 3.28% 7
2025
Q2 		$4.95M Sell
17,060
-203
-1% -$51.8K 3.23% 7
2025
Q1 		$4.23M Sell
17,263
-7,122
-29% -$1.82M 2.74% 9
2024
Q4 		$6.48M Sell
24,385
-1,535
-6% -$358K 6.42% 2
2024
Q3 		$6.14M Sell
25,920
-1,077
-4% -$227K 6.1% 2
2024
Q2 		$5.6M Buy
26,997
+400
+2% +$78.2K 5.74% 3
2024
Q1 		$4.82M Sell
26,597
-1,235
-4% -$223K 4.09% 3
2023
Q4 		$4.73M Buy
+27,832
New +$4.22M 2.96% 5

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invera Wealth Advisors's JPM Position: Q2 2026 in Review

Invera Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $155K and leaving 15,464 shares worth $5.06M. The position accounts for 2.72% of the portfolio, ranked #9.

Invera Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.48M in Q4 2024. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Invera Wealth Advisors held 15,464 shares of JPMorgan Chase worth $5.06M as of Q2 2026.
  • Invera Wealth Advisors sold 499 JPMorgan Chase shares in Q2 2026, an estimated $155K.
  • JPMorgan Chase made up 2.72% of Invera Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Invera Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Invera Wealth Advisors's JPMorgan Chase position peaked at $6.48M in Q4 2024.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.