JP Morgan Chase
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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
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.