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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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.