JP Morgan Chase’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $892K | Buy |
114,073
+84,481
| +285% | +$721K | ﹤0.01% | 4677 |
|
|
2025
Q4 | $249K | Sell |
29,592
-44,841
| -60% | -$351K | ﹤0.01% | 5424 |
|
|
2025
Q3 | $563K | Buy |
74,433
+42,002
| +130% | +$321K | ﹤0.01% | 4950 |
|
|
2025
Q2 | $254K | Buy |
32,431
+1,234
| +4% | +$9.09K | ﹤0.01% | 5122 |
|
|
2025
Q1 | $246K | Buy |
31,197
+4,356
| +16% | +$36.7K | ﹤0.01% | 5154 |
|
|
2024
Q4 | $216K | Sell |
26,841
-115,133
| -81% | -$966K | ﹤0.01% | 5442 |
|
|
2024
Q3 | $1.33M | Buy |
141,974
+81,477
| +135% | +$732K | ﹤0.01% | 4292 |
|
|
2024
Q2 | $567K | Sell |
60,497
-96,643
| -62% | -$872K | ﹤0.01% | 4618 |
|
|
2024
Q1 | $1.52M | Buy |
157,140
+48,627
| +45% | +$436K | ﹤0.01% | 4055 |
|
|
2023
Q4 | $961K | Buy |
108,513
+26,717
| +33% | +$218K | ﹤0.01% | 4357 |
|
|
2023
Q3 | $819K | Buy |
81,796
+48,797
| +148% | +$539K | ﹤0.01% | 4189 |
|
|
2023
Q2 | $378K | Sell |
32,999
-73,549
| -69% | -$786K | ﹤0.01% | 4667 |
|
|
2023
Q1 | $1.18M | Sell |
106,548
-5,570
| -5% | -$71.8K | ﹤0.01% | 3933 |
|
|
2022
Q4 | $1.43M | Buy |
112,118
+41,352
| +58% | +$505K | ﹤0.01% | 3822 |
|
|
2022
Q3 | $786K | Buy |
70,766
+40,319
| +132% | +$627K | ﹤0.01% | 4179 |
|
|
2022
Q2 | $447K | Buy |
30,447
+6,702
| +28% | +$113K | ﹤0.01% | 4634 |
|
|
2022
Q1 | $541K | Sell |
23,745
-111,341
| -82% | -$2.74M | ﹤0.01% | 4654 |
|
|
2021
Q4 | $3.75M | Buy |
135,086
+4,378
| +3% | +$136K | ﹤0.01% | 3298 |
|
|
2021
Q3 | $4.12M | Buy |
130,708
+34,418
| +36% | +$1.12M | ﹤0.01% | 3198 |
|
|
2021
Q2 | $3.76M | Buy |
96,290
+31,708
| +49% | +$1.2M | ﹤0.01% | 3293 |
|
|
2021
Q1 | $2.59M | Buy |
64,582
+17,035
| +36% | +$643K | ﹤0.01% | 3504 |
|
|
2020
Q4 | $1.61M | Sell |
47,547
-80,822
| -63% | -$2.5M | ﹤0.01% | 3641 |
|
|
2020
Q3 | $3.53M | Buy |
128,369
+87,718
| +216% | +$2.7M | ﹤0.01% | 2837 |
|
|
2020
Q2 | $1.52M | Sell |
40,651
-44,509
| -52% | -$1.53M | ﹤0.01% | 3280 |
|
|
2020
Q1 | $2.9M | Buy |
85,160
+4,092
| +5% | +$601K | ﹤0.01% | 2687 |
|
|
2019
Q4 | $13.5M | Sell |
81,068
-30,654
| -27% | -$4.92M | ﹤0.01% | 1870 |
|
|
2019
Q3 | $17.1M | Sell |
111,722
-28,222
| -20% | -$4.48M | ﹤0.01% | 1715 |
|
|
2019
Q2 | $22.4M | Buy |
139,944
+407
| +0.3% | +$65.5K | ﹤0.01% | 1487 |
|
|
2019
Q1 | $22M | Buy |
139,537
+2,044
| +1% | +$324K | ﹤0.01% | 1473 |
|
|
2018
Q4 | $19.9M | Buy |
137,493
+86
| +0.1% | +$13K | ﹤0.01% | 1496 |
|
|
2018
Q3 | $21.7M | Sell |
137,407
-4,877
| -3% | -$788K | ﹤0.01% | 1600 |
|
|
2018
Q2 | $22.6M | Buy |
142,284
+21,442
| +18% | +$3.48M | ﹤0.01% | 1484 |
|
|
2018
Q1 | $19.8M | Buy |
120,842
+8,305
| +7% | +$1.37M | ﹤0.01% | 1517 |
|
|
2017
Q4 | $20.1M | Buy |
112,537
+13,372
| +13% | +$2.36M | ﹤0.01% | 1567 |
|
|
2017
Q3 | $17M | Buy |
99,165
+1,387
| +1% | +$234K | ﹤0.01% | 1630 |
|
|
2017
Q2 | $16.3M | Buy |
97,778
+71,052
| +266% | +$11.5M | ﹤0.01% | 1599 |
|
|
2017
Q1 | $4.12M | Sell |
26,726
-12,703
| -32% | -$1.92M | ﹤0.01% | 2564 |
|
|
2016
Q4 | $5.76M | Buy |
39,429
+5,149
| +15% | +$763K | ﹤0.01% | 2337 |
|
|
2016
Q3 | $5.22M | Buy |
34,280
+5,283
| +18% | +$793K | ﹤0.01% | 2221 |
|
|
2016
Q2 | $3.97M | Buy |
28,997
+28,748
| +11,545% | +$3.87M | ﹤0.01% | 2432 |
|
|
2016
Q1 | $30K | Sell |
249
-131,157
| -100% | -$15.1M | ﹤0.01% | 4008 |
|
|
2015
Q4 | $16.3M | Buy |
131,406
+49,353
| +60% | +$6.28M | ﹤0.01% | 1485 |
|
|
2015
Q3 | $10M | Buy |
82,053
+71,573
| +683% | +$9.97M | ﹤0.01% | 1765 |
|
|
2015
Q2 | $1.5M | Sell |
10,480
-1,480
| -12% | -$231K | ﹤0.01% | 3072 |
|
|
2015
Q1 | $1.86M | Sell |
11,960
-880
| -7% | -$137K | ﹤0.01% | 2911 |
|
|
2014
Q4 | $1.99M | Sell |
12,840
-3,104
| -19% | -$501K | ﹤0.01% | 2968 |
|
|
2014
Q3 | $2.51M | Sell |
15,944
-270
| -2% | -$46.2K | ﹤0.01% | 2776 |
|
|
2014
Q2 | $2.81M | Sell |
16,214
-3,450
| -18% | -$591K | ﹤0.01% | 2359 |
|
|
2014
Q1 | $3.24M | Sell |
19,664
-5,653
| -22% | -$914K | ﹤0.01% | 2319 |
|
|
2013
Q4 | $3.72M | Sell |
25,317
-9,571
| -27% | -$1.45M | ﹤0.01% | 2360 |
|
|
2013
Q3 | $5.37M | Buy |
34,888
+5,410
| +18% | +$855K | ﹤0.01% | 2138 |
|
|
2013
Q2 | $4.88M | Buy |
+29,478
| New | +$5.82M | ﹤0.01% | 2146 |
|
Other funds holding IVR
VCM
JP Morgan Chase's IVR Position: Q1 2026 in Review
JP Morgan Chase increased its Invesco Mortgage Capital (IVR) stake by 285% in Q1 2026, buying an estimated $721K and bringing the position to 114,073 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #4677.
JP Morgan Chase first reported a position in IVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.6M in Q2 2018. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.
- JP Morgan Chase held 114,073 shares of Invesco Mortgage Capital worth $892K as of Q1 2026.
- JP Morgan Chase bought 84,481 Invesco Mortgage Capital shares in Q1 2026, an estimated $721K.
- Invesco Mortgage Capital made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4677 holding.
- JP Morgan Chase first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 52 quarters since.
- JP Morgan Chase's Invesco Mortgage Capital position peaked at $22.6M in Q2 2018.
- 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.