JP Morgan Chase’s Invesco Mortgage Capital IVR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,290	Closed	-$16K	–	6968
2022 Q4	$16K	Hold	1,290	–	–	﹤0.01%	5939
2022 Q3	$14K	Hold	1,290	–	–	﹤0.01%	5894
2022 Q2	$19K	Hold	1,290	–	–	﹤0.01%	5904
2022 Q1	$29K	Sell	1,290 -2,120	-62%	-$52.2K	﹤0.01%	5980
2021 Q4	$95K	Hold	3,410	–	–	﹤0.01%	5707
2021 Q3	$107K	Sell	3,410 -1,330	-28%	-$43.2K	﹤0.01%	5531
2021 Q2	$185K	Sell	4,740 -4,640	-49%	-$176K	﹤0.01%	5287
2021 Q1	$376K	Buy	9,380 +1,200	+15%	+$45.3K	﹤0.01%	4850
2020 Q4	$276K	Buy	8,180 +8,000	+4,444%	+$248K	﹤0.01%	4688
2020 Q3	$5K	Buy	+180	New	+$5.55K	﹤0.01%	5323

Other funds holding IVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco Mortgage Capital (IVR) stake by 10% in Q2 2026, buying an estimated $91.6K and bringing the position to 125,429 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #4681.

JP Morgan Chase first reported a position in IVR in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.6M in Q2 2018. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

JP Morgan Chase held 125,429 shares of Invesco Mortgage Capital worth $988K as of Q2 2026.
JP Morgan Chase bought 11,356 Invesco Mortgage Capital shares in Q2 2026, an estimated $91.6K.
Invesco Mortgage Capital made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4681 holding.
JP Morgan Chase first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 53 quarters since.
JP Morgan Chase's Invesco Mortgage Capital position peaked at $22.6M in Q2 2018.
182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

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