JP Morgan Chase
IVR icon

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
2021
Q2 		– Sell
-2,460
Closed -$99K – 6462
2021
Q1 		$99K Hold
2,460
– – ﹤0.01% 5376
2020
Q4 		$83K Hold
2,460
– – ﹤0.01% 5045
2020
Q3 		$68K Sell
2,460
-31,640
-93% -$976K ﹤0.01% 4847
2020
Q2 		$1.27M Buy
+34,100
New +$1.17M ﹤0.01% 3377

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
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.