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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invera Wealth Advisors's JPM Position: Q1 2026 in Review

Invera Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.63% in Q1 2026, selling an estimated $30.7K and leaving 15,963 shares worth $4.7M. The position accounts for 3.01% of the portfolio, ranked #7.

Invera Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.48M in Q4 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Invera Wealth Advisors held 15,963 shares of JPMorgan Chase worth $4.7M as of Q1 2026.
  • Invera Wealth Advisors sold 101 JPMorgan Chase shares in Q1 2026, an estimated $30.7K.
  • JPMorgan Chase made up 3.01% of Invera Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Invera Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Invera Wealth Advisors's JPMorgan Chase position peaked at $6.48M in Q4 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.