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JP Morgan Chase’s
InvenTrust Properties
IVT
Stock Holding History
JP Morgan Chase’s Portfolio
IVT Stock Details
IVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$16.6M
Sell
541,219
-23,845
-4%
-$719K
﹤0.01%
2233
2025
Q4
$15.9M
Buy
565,064
+41,369
+8%
+$1.16M
﹤0.01%
2262
2025
Q3
$15M
Sell
523,695
-35,902
-6%
-$1.02M
﹤0.01%
2341
2025
Q2
$15.3M
Sell
559,597
-52,477
-9%
-$1.46M
﹤0.01%
2161
2025
Q1
$18M
Sell
612,074
-69,548
-10%
-$2.05M
﹤0.01%
2011
2024
Q4
$20.5M
Buy
681,622
+128,848
+23%
+$3.88M
﹤0.01%
2025
2024
Q3
$15.7M
Buy
552,774
+35,428
+7%
+$983K
﹤0.01%
2204
2024
Q2
$12.8M
Sell
517,346
-56,284
-10%
-$1.39M
﹤0.01%
2232
2024
Q1
$14.7M
Sell
573,630
-20,691
-3%
-$521K
﹤0.01%
2148
2023
Q4
$15.1M
Buy
594,321
+369,043
+164%
+$9.2M
﹤0.01%
2085
2023
Q3
$5.36M
Buy
225,278
+27,563
+14%
+$663K
﹤0.01%
2783
2023
Q2
$4.58M
Buy
197,715
+6,769
+4%
+$153K
﹤0.01%
2933
2023
Q1
$4.47M
Sell
190,946
-74,947
-28%
-$1.77M
﹤0.01%
2920
2022
Q4
$6.29M
Sell
265,893
-25,759
-9%
-$615K
﹤0.01%
2638
2022
Q3
$6.22M
Buy
291,652
+5,258
+2%
+$140K
﹤0.01%
2549
2022
Q2
$7.39M
Buy
286,394
+159,212
+125%
+$4.66M
﹤0.01%
2412
2022
Q1
$3.92M
Buy
127,182
+38,849
+44%
+$1.06M
﹤0.01%
3210
2021
Q4
$2.41M
Buy
+88,333
New
+$2.23M
﹤0.01%
3715
Other funds holding IVT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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