Invesco’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.63B Sell
12,348,261
-2,100,636
-15% -$638M 0.35% 38
2025
Q4
$4.66B Sell
14,448,897
-206,256
-1% -$63.9M 0.44% 34
2025
Q3
$4.62B Buy
14,655,153
+322,735
+2% +$96M 0.73% 11
2025
Q2
$4.16B Buy
14,332,418
+577,860
+4% +$147M 0.71% 11
2025
Q1
$3.37B Buy
13,754,558
+547,110
+4% +$139M 0.64% 12
2024
Q4
$3.17B Sell
13,207,448
-237,519
-2% -$55.3M 0.59% 13
2024
Q3
$2.84B Buy
13,444,967
+194,350
+1% +$40.9M 0.55% 15
2024
Q2
$2.68B Buy
13,250,617
+18,005
+0.1% +$3.52M 0.57% 12
2024
Q1
$2.65B Sell
13,232,612
-1,391,843
-10% -$251M 0.57% 10
2023
Q4
$2.49B Buy
14,624,455
+79,397
+0.5% +$12M 0.59% 11
2023
Q3
$2.11B Buy
14,545,058
+269,106
+2% +$40.3M 0.57% 14
2023
Q2
$2.08B Buy
14,275,952
+1,226,047
+9% +$169M 0.54% 16
2023
Q1
$1.7B Sell
13,049,905
-752,761
-5% -$103M 0.47% 19
2022
Q4
$1.85B Buy
13,802,666
+439,245
+3% +$55.7M 0.54% 14
2022
Q3
$1.4B Buy
13,363,421
+730,327
+6% +$83.8M 0.45% 22
2022
Q2
$1.42B Sell
12,633,094
-373,958
-3% -$46.3M 0.43% 30
2022
Q1
$1.77B Sell
13,007,052
-1,010,626
-7% -$149M 0.45% 20
2021
Q4
$2.22B Sell
14,017,678
-1,435,310
-9% -$236M 0.54% 13
2021
Q3
$2.53B Buy
15,452,988
+1,092,139
+8% +$171M 0.64% 7
2021
Q2
$2.23B Buy
14,360,849
+776,638
+6% +$122M 0.55% 12
2021
Q1
$2.07B Sell
13,584,211
-1,040,612
-7% -$150M 0.55% 12
2020
Q4
$1.86B Buy
14,624,823
+248,358
+2% +$27.8M 0.54% 15
2020
Q3
$1.38B Buy
14,376,465
+856,552
+6% +$84.1M 0.47% 22
2020
Q2
$1.27B Sell
13,519,913
-4,539,411
-25% -$431M 0.45% 26
2020
Q1
$1.63B Sell
18,059,324
-1,771,933
-9% -$215M 0.68% 10
2019
Q4
$2.76B Sell
19,831,257
-2,419,649
-11% -$310M 0.86% 7
2019
Q3
$2.62B Sell
22,250,906
-1,438,800
-6% -$163M 0.68% 12
2019
Q2
$2.65B Buy
23,689,706
+6,745,215
+40% +$744M 0.68% 12
2019
Q1
$1.72B Sell
16,944,491
-932,897
-5% -$96.1M 0.58% 18
2018
Q4
$1.75B Sell
17,877,388
-2,066,615
-10% -$220M 0.67% 14
2018
Q3
$2.25B Sell
19,944,003
-1,414,465
-7% -$161M 0.71% 10
2018
Q2
$2.23B Sell
21,358,468
-333,953
-2% -$36.6M 0.74% 11
2018
Q1
$2.39B Sell
21,692,421
-1,440,841
-6% -$163M 0.89% 10
2017
Q4
$2.47B Sell
23,133,262
-1,441,190
-6% -$146M 0.89% 12
2017
Q3
$2.35B Sell
24,574,452
-2,495,436
-9% -$230M 0.87% 11
2017
Q2
$2.47B Sell
27,069,888
-528,770
-2% -$45.6M 0.77% 18
2017
Q1
$2.42B Sell
27,598,658
-2,984,341
-10% -$263M 0.8% 16
2016
Q4
$2.64B Sell
30,582,999
-5,409,306
-15% -$412M 0.89% 11
2016
Q3
$2.4B Sell
35,992,305
-619,567
-2% -$40.4M 0.82% 13
2016
Q2
$2.28B Sell
36,611,872
-190,266
-0.5% -$11.9M 0.84% 13
2016
Q1
$2.18B Sell
36,802,138
-1,053,823
-3% -$61.5M 0.89% 11
2015
Q4
$2.5B Buy
37,855,961
+353,211
+0.9% +$23M 1% 9
2015
Q3
$2.29B Buy
37,502,750
+336,320
+0.9% +$22M 0.97% 9
2015
Q2
$2.52B Sell
37,166,430
-101,019
-0.3% -$6.6M 0.99% 6
2015
Q1
$2.26B Buy
37,267,449
+1,094,397
+3% +$64.8M 0.87% 6
2014
Q4
$2.26B Buy
36,173,052
+1,427,208
+4% +$85.9M 0.87% 9
2014
Q3
$2.09B Sell
34,745,844
-935,745
-3% -$54.7M 0.84% 9
2014
Q2
$2.06B Sell
35,681,589
-1,795,701
-5% -$101M 0.81% 10
2014
Q1
$2.28B Sell
37,477,290
-5,280,866
-12% -$305M 0.92% 5
2013
Q4
$2.5B Buy
42,758,156
+1,497,763
+4% +$82.1M 0.99% 5
2013
Q3
$2.13B Sell
41,260,393
-1,297,482
-3% -$69.6M 0.93% 7
2013
Q2
$2.25B Buy
+42,557,875
New +$2.16B 1.05% 4

Other funds holding JPM

Invesco's JPM Position: Q1 2026 in Review

Invesco reduced its JPMorgan Chase (JPM) stake by 15% in Q1 2026, selling an estimated $638M and leaving 12,348,261 shares worth $3.63B. The position accounts for 0.35% of the portfolio, ranked #38.

Invesco first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.66B in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Invesco held 12,348,261 shares of JPMorgan Chase worth $3.63B as of Q1 2026.
  • Invesco sold 2,100,636 JPMorgan Chase shares in Q1 2026, an estimated $638M.
  • JPMorgan Chase made up 0.35% of Invesco's portfolio in Q1 2026, its #38 holding.
  • Invesco first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Invesco's JPMorgan Chase position peaked at $4.66B in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.