JP Morgan Chase’s Invacare Corporation IVC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-272,526	Closed	-$114K	–	7514
2022 Q4	$114K	Buy	272,526 +8,327	+3%	+$4.48K	﹤0.01%	5305
2022 Q3	$206K	Buy	264,199 +33,259	+14%	+$35K	﹤0.01%	4942
2022 Q2	$295K	Sell	230,940 -215,790	-48%	-$284K	﹤0.01%	4871
2022 Q1	$630K	Sell	446,730 -67,035	-13%	-$143K	﹤0.01%	4554
2021 Q4	$1.4M	Buy	513,765 +45,637	+10%	+$168K	﹤0.01%	4131
2021 Q3	$2.23M	Sell	468,128 -116,044	-20%	-$848K	﹤0.01%	3701
2021 Q2	$4.71M	Sell	584,172 -149,032	-20%	-$1.24M	﹤0.01%	3103
2021 Q1	$5.88M	Sell	733,204 -7,959	-1%	-$74.1K	﹤0.01%	2830
2020 Q4	$6.63M	Sell	741,163 -248,543	-25%	-$2.07M	﹤0.01%	2566
2020 Q3	$7.32M	Sell	989,706 -78,775	-7%	-$546K	﹤0.01%	2277
2020 Q2	$6.81M	Buy	1,068,481 +552,137	+107%	+$3.69M	﹤0.01%	2215
2020 Q1	$3.84M	Buy	516,344 +387,673	+301%	+$3M	﹤0.01%	2484
2019 Q4	$1.16M	Sell	128,671 -278,872	-68%	-$2.34M	﹤0.01%	3747
2019 Q3	$3.06M	Buy	407,543 +15,379	+4%	+$86.3K	﹤0.01%	3108
2019 Q2	$1.9M	Sell	392,164 -83,096	-17%	-$542K	﹤0.01%	3418
2019 Q1	$3.98M	Sell	475,260 -494,622	-51%	-$3.56M	﹤0.01%	2778
2018 Q4	$4.17M	Buy	969,882 +166,875	+21%	+$1.48M	﹤0.01%	2726
2018 Q3	$11.7M	Sell	803,007 -205,532	-20%	-$3.41M	﹤0.01%	2071
2018 Q2	$18.8M	Sell	1,008,539 -146,925	-13%	-$2.66M	﹤0.01%	1646
2018 Q1	$20.1M	Sell	1,155,464 -962,738	-45%	-$17M	﹤0.01%	1505
2017 Q4	$35.7M	Buy	2,118,202 +535,088	+34%	+$8.71M	0.01%	1161
2017 Q3	$24.6M	Sell	1,583,114 -300,320	-16%	-$4.29M	0.01%	1371
2017 Q2	$24.9M	Buy	1,883,434 +725,303	+63%	+$9.53M	0.01%	1313
2017 Q1	$13.8M	Buy	1,158,131 +573,083	+98%	+$6.87M	﹤0.01%	1723
2016 Q4	$7.63M	Sell	585,048 -267,645	-31%	-$3.08M	﹤0.01%	2121
2016 Q3	$9.53M	Buy	852,693 +90,980	+12%	+$1.09M	﹤0.01%	1829
2016 Q2	$9.24M	Buy	761,713 +559,308	+276%	+$6.59M	﹤0.01%	1891
2016 Q1	$2.67M	Buy	+202,405	New	+$2.87M	﹤0.01%	2545
2015 Q3	–	Sell	-18,800	Closed	-$406K	–	4138
2015 Q2	$406K	Sell	18,800 -30,365	-62%	-$643K	﹤0.01%	3629
2015 Q1	$954K	Buy	49,165 +9,283	+23%	+$161K	﹤0.01%	3247
2014 Q4	$668K	Buy	+39,882	New	+$605K	﹤0.01%	3551
2014 Q3	–	Sell	-21,692	Closed	-$398K	–	4287
2014 Q2	$398K	Buy	21,692 +1,864	+9%	+$31.6K	﹤0.01%	3194
2014 Q1	$379K	Sell	19,828 -184,964	-90%	-$3.8M	﹤0.01%	3224
2013 Q4	$4.75M	Sell	204,792 -24,884	-11%	-$515K	﹤0.01%	2206
2013 Q3	$3.97M	Buy	229,676 +52,827	+30%	+$839K	﹤0.01%	2341
2013 Q2	$2.54M	Buy	+176,849	New	+$2.45M	﹤0.01%	2623

Other funds holding IVC

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

JP Morgan Chase's IVC Position: Q1 2023 in Review

JP Morgan Chase sold out of Invacare Corporation (IVC) in Q1 2023, closing a stake of 272,526 shares — an estimated $114K sold.

JP Morgan Chase first reported a position in IVC in Q2 2013 and held it in 36 quarters. The position peaked at $35.7M in Q4 2017. 10 funds tracked by Wall St. Rank hold IVC as of Q1 2023.

JP Morgan Chase reported no remaining Invacare Corporation position as of Q1 2023 after selling out during the quarter.
JP Morgan Chase sold 272,526 Invacare Corporation shares in Q1 2023, an estimated $114K.
JP Morgan Chase first reported a position in Invacare Corporation in Q2 2013 and held it in 36 quarters.
JP Morgan Chase's Invacare Corporation position peaked at $35.7M in Q4 2017.
10 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.