JP Morgan Chase
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JP Morgan Chase’s Invesco Quality Municipal Securities IQI Stock Holding History

JP Morgan Chase’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.2K Buy
+3,889
New +$39K ﹤0.01% 6323
2023
Q4 		– Sell
-616
Closed -$5.17K – 7687
2023
Q3 		$5.17K Sell
616
-731
-54% -$6.73K ﹤0.01% 6376
2023
Q2 		$12.9K Sell
1,347
-26,055
-95% -$248K ﹤0.01% 6006
2023
Q1 		$274K Buy
+27,402
New +$269K ﹤0.01% 4865
2020
Q1 		– Sell
-378
Closed -$5K – 5498
2019
Q4 		$5K Buy
+378
New +$4.74K ﹤0.01% 5470
2017
Q4 		– Sell
-20,000
Closed -$255K – 5498
2017
Q3 		$255K Hold
20,000
– – ﹤0.01% 4038
2017
Q2 		$255K Hold
20,000
– – ﹤0.01% 3924
2017
Q1 		$249K Hold
20,000
– – ﹤0.01% 3992
2016
Q4 		$248K Hold
20,000
– – ﹤0.01% 4082
2016
Q3 		$276K Buy
+20,000
New +$277K ﹤0.01% 3586

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Invesco Quality Municipal Securities (IQI) in Q1 2026: 3,889 shares worth $36.2K. The stake represents ﹤0.01% of the portfolio and ranks #6323 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in IQI as recently as Q3 2023.

JP Morgan Chase first reported a position in IQI in Q3 2016 and has held it in 10 quarters since. The position peaked at $276K in Q3 2016. 105 funds tracked by Wall St. Rank hold IQI as of Q1 2026.

  • JP Morgan Chase held 3,889 shares of Invesco Quality Municipal Securities worth $36.2K as of Q1 2026.
  • Invesco Quality Municipal Securities was a new JP Morgan Chase position in Q1 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6323 holding.
  • JP Morgan Chase first reported a position in Invesco Quality Municipal Securities in Q3 2016 and has held it in 10 quarters since.
  • JP Morgan Chase's Invesco Quality Municipal Securities position peaked at $276K in Q3 2016.
  • 105 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2026.

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