JP Morgan Chase
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JP Morgan Chase’s InnovAge Holding INNV Stock Holding History

JP Morgan Chase’s Portfolio INNV Stock Details INNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150K Buy
12,938
+4,428
+52% +$36.3K ﹤0.01% 5771
2026
Q1 		$67K Buy
8,510
+132
+2% +$986 ﹤0.01% 6047
2025
Q4 		$43.5K Sell
8,378
-7,615
-48% -$40K ﹤0.01% 6284
2025
Q3 		$82.5K Buy
15,993
+3,305
+26% +$13.3K ﹤0.01% 6010
2025
Q2 		$46.8K Sell
12,688
-16,530
-57% -$57.9K ﹤0.01% 5950
2025
Q1 		$87.1K Sell
29,218
-30,925
-51% -$107K ﹤0.01% 5641
2024
Q4 		$236K Buy
60,143
+35,456
+144% +$184K ﹤0.01% 5407
2024
Q3 		$148K Buy
24,687
+16,217
+191% +$96.4K ﹤0.01% 5530
2024
Q2 		$42K Sell
8,470
-12,594
-60% -$54.7K ﹤0.01% 5925
2024
Q1 		$93.5K Buy
21,064
+8,801
+72% +$46.3K ﹤0.01% 5701
2023
Q4 		$73.6K Hold
12,263
– – ﹤0.01% 5864
2023
Q3 		$73.5K Sell
12,263
-2,814
-19% -$18.3K ﹤0.01% 5653
2023
Q2 		$113K Buy
15,077
+424
+3% +$2.91K ﹤0.01% 5411
2023
Q1 		$117K Buy
14,653
+3,826
+35% +$27.7K ﹤0.01% 5354
2022
Q4 		$78K Buy
10,827
+517
+5% +$3.32K ﹤0.01% 5448
2022
Q3 		$61K Buy
10,310
+83
+0.8% +$380 ﹤0.01% 5475
2022
Q2 		$45K Buy
10,227
+1,630
+19% +$8.5K ﹤0.01% 5688
2022
Q1 		$55K Sell
8,597
-21,217
-71% -$107K ﹤0.01% 5765
2021
Q4 		$149K Buy
29,814
+14,808
+99% +$108K ﹤0.01% 5500
2021
Q3 		$99K Sell
15,006
-3,571
-19% -$55.3K ﹤0.01% 5576
2021
Q2 		$396K Buy
18,577
+18,012
+3,188% +$412K ﹤0.01% 4839
2021
Q1 		$15K Buy
+565
New +$13.9K ﹤0.01% 5744

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase's INNV Position: Q2 2026 in Review

JP Morgan Chase increased its InnovAge Holding (INNV) stake by 52% in Q2 2026, buying an estimated $36.3K and bringing the position to 12,938 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #5771.

JP Morgan Chase first reported a position in INNV in Q1 2021 and has held it in 22 quarters since. The position peaked at $396K in Q2 2021. 107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • JP Morgan Chase held 12,938 shares of InnovAge Holding worth $150K as of Q2 2026.
  • JP Morgan Chase bought 4,428 InnovAge Holding shares in Q2 2026, an estimated $36.3K.
  • InnovAge Holding made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5771 holding.
  • JP Morgan Chase first reported a position in InnovAge Holding in Q1 2021 and has held it in 22 quarters since.
  • JP Morgan Chase's InnovAge Holding position peaked at $396K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.