JP Morgan Chase’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

JP Morgan Chase’s Portfolio CVY Stock Details CVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.2K	Sell	869 -4	-0.5%	-$111	﹤0.01%	6492
2025 Q4	$23.4K	Sell	873 -193	-18%	-$5.13K	﹤0.01%	6465
2025 Q3	$28.6K	Buy	+1,066	New	+$28.4K	﹤0.01%	6392
2024 Q3	–	Sell	-11,272	Closed	-$283K	–	7450
2024 Q2	$283K	Buy	+11,272	New	+$285K	﹤0.01%	4967
2016 Q4	–	Sell	-741	Closed	-$14K	–	5016
2016 Q3	$14K	Sell	741 -2,500	-77%	-$48.8K	﹤0.01%	4249
2016 Q2	$61K	Sell	3,241 -13,897	-81%	-$261K	﹤0.01%	3998
2016 Q1	$317K	Sell	17,138 -9,428	-35%	-$166K	﹤0.01%	3493
2015 Q4	$483K	Buy	26,566 +15,914	+149%	+$304K	﹤0.01%	3407
2015 Q3	$196K	Sell	10,652 -7,733	-42%	-$156K	﹤0.01%	3683
2015 Q2	$387K	Buy	18,385 +1,042	+6%	+$23.2K	﹤0.01%	3644
2015 Q1	$383K	Buy	17,343 +7,029	+68%	+$157K	﹤0.01%	3636
2014 Q4	$231K	Buy	+10,314	New	+$242K	﹤0.01%	3983

Other funds holding CVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase's CVY Position: Q1 2026 in Review

JP Morgan Chase reduced its Invesco Zacks Multi-Asset Income ETF (CVY) stake by 0.46% in Q1 2026, selling an estimated $111 and leaving 869 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6492.

JP Morgan Chase first reported a position in CVY in Q4 2014 and has held it in 12 quarters since. The position peaked at $483K in Q4 2015. 43 funds tracked by Wall St. Rank hold CVY as of Q1 2026.

JP Morgan Chase held 869 shares of Invesco Zacks Multi-Asset Income ETF worth $23.2K as of Q1 2026.
JP Morgan Chase sold 4 Invesco Zacks Multi-Asset Income ETF shares in Q1 2026, an estimated $111.
Invesco Zacks Multi-Asset Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6492 holding.
JP Morgan Chase first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2014 and has held it in 12 quarters since.
JP Morgan Chase's Invesco Zacks Multi-Asset Income ETF position peaked at $483K in Q4 2015.
43 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.