JP Morgan Chase
INVN

JP Morgan Chase’s Alger Russell Innovation ETF INVN Stock Holding History

JP Morgan Chase’s Portfolio INVN Stock Details INVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Buy
11,554
+8,406
+267% +$171K ﹤0.01% 5506
2026
Q1 		$57.5K Hold
3,148
– – ﹤0.01% 6139
2025
Q4 		$68.1K Buy
+3,148
New +$66.9K ﹤0.01% 6093

Other funds holding INVN

NA
NWM Advisors San Luis Obispo, California $127M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase increased its Alger Russell Innovation ETF (INVN) stake by 267% in Q2 2026, buying an estimated $171K and bringing the position to 11,554 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #5506.

JP Morgan Chase first reported a position in INVN in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold INVN as of Q2 2026.

  • JP Morgan Chase held 11,554 shares of Alger Russell Innovation ETF worth $249K as of Q2 2026.
  • JP Morgan Chase bought 8,406 Alger Russell Innovation ETF shares in Q2 2026, an estimated $171K.
  • Alger Russell Innovation ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5506 holding.
  • JP Morgan Chase first reported a position in Alger Russell Innovation ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Alger Russell Innovation ETF as of Q2 2026.

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