Invesco’s JPMorgan Chase JPM Stock Holding History

Invesco’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
2020 Q3	–	Sell	-12,000	Closed	-$1.13M	–	3658
2020 Q2	$1.13M	Buy	12,000 +2,000	+20%	+$190K	﹤0.01%	2755
2020 Q1	$900K	Sell	10,000 -8,300	-45%	-$1.01M	﹤0.01%	2777
2019 Q4	$2.55M	Buy	+18,300	New	+$2.35M	﹤0.01%	2536
2019 Q1	–	Sell	-19,200	Closed	-$1.87M	–	3759
2018 Q4	$1.87M	Buy	19,200 +200	+1%	+$21.3K	﹤0.01%	2592
2018 Q3	$2.14M	Buy	19,000 +11,000	+138%	+$1.25M	﹤0.01%	2714
2018 Q2	$834K	Buy	8,000 +3,800	+90%	+$417K	﹤0.01%	3216
2018 Q1	$462K	Buy	+4,200	New	+$476K	﹤0.01%	3359

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco's JPM Position: Q2 2026 in Review

Invesco increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $47.9M and bringing the position to 12,502,439 shares worth $4.09B. The position accounts for 0.32% of the portfolio, ranked #42.

Invesco first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.66B in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Invesco held 12,502,439 shares of JPMorgan Chase worth $4.09B as of Q2 2026.
Invesco bought 154,178 JPMorgan Chase shares in Q2 2026, an estimated $47.9M.
JPMorgan Chase made up 0.32% of Invesco's portfolio in Q2 2026, its #42 holding.
Invesco first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Invesco's JPMorgan Chase position peaked at $4.66B in Q4 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.