Invesco
JPM icon

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
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

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.