Invictus Private Wealth’s JPMorgan Chase JPM Stock Holding History

Invictus Private Wealth’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	$17.3M	Sell	53,003 -529	-1%	-$164K	0.93%	19
2026 Q1	$15.7M	Sell	53,532 -3,006	-5%	-$912K	0.97%	20
2025 Q4	$18.2M	Sell	56,538 -748	-1%	-$232K	1.1%	19
2025 Q3	$18.1M	Sell	57,286 -632	-1%	-$188K	1.13%	19
2025 Q2	$16.8M	Sell	57,918 -1,041	-2%	-$266K	1.15%	19
2025 Q1	$14.5M	Sell	58,959 -1,013	-2%	-$258K	1.15%	19
2024 Q4	$14.4M	Sell	59,972 -688	-1%	-$160K	1.09%	19
2024 Q3	$12.8M	Sell	60,660 -998	-2%	-$210K	1.01%	20
2024 Q2	$12.5M	Sell	61,658 -1,316	-2%	-$257K	1.05%	20
2024 Q1	$12.6M	Sell	62,974 -880	-1%	-$159K	1.12%	21
2023 Q4	$10.9M	Sell	63,854 -750	-1%	-$114K	1.06%	18
2023 Q3	$9.37M	Sell	64,604 -637	-1%	-$95.5K	1.02%	21
2023 Q2	$9.49M	Sell	65,241 -899	-1%	-$124K	1.02%	21
2023 Q1	$8.62M	Sell	66,140 -1,118	-2%	-$153K	1.01%	21
2022 Q4	$9.02M	Buy	+67,258	New	+$8.52M	1.16%	20

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Invictus Private Wealth's JPM Position: Q2 2026 in Review

Invictus Private Wealth reduced its JPMorgan Chase (JPM) stake by 0.99% in Q2 2026, selling an estimated $164K and leaving 53,003 shares worth $17.3M. The position accounts for 0.93% of the portfolio, ranked #19.

Invictus Private Wealth first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.2M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Invictus Private Wealth held 53,003 shares of JPMorgan Chase worth $17.3M as of Q2 2026.
Invictus Private Wealth sold 529 JPMorgan Chase shares in Q2 2026, an estimated $164K.
JPMorgan Chase made up 0.93% of Invictus Private Wealth's portfolio in Q2 2026, its #19 holding.
Invictus Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Invictus Private Wealth's JPMorgan Chase position peaked at $18.2M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.