JP Morgan Chase
IVT icon

JP Morgan Chase’s InvenTrust Properties IVT Stock Holding History

JP Morgan Chase’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7M Buy
649,319
+108,100
+20% +$3.55M ﹤0.01% 2077
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

JP Morgan Chase increased its InvenTrust Properties (IVT) stake by 20% in Q2 2026, buying an estimated $3.55M and bringing the position to 649,319 shares worth $23.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

JP Morgan Chase first reported a position in IVT in Q4 2021 and has held it in 19 quarters since. 342 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

  • JP Morgan Chase held 649,319 shares of InvenTrust Properties worth $23.7M as of Q2 2026.
  • JP Morgan Chase bought 108,100 InvenTrust Properties shares in Q2 2026, an estimated $3.55M.
  • InvenTrust Properties made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2077 holding.
  • JP Morgan Chase first reported a position in InvenTrust Properties in Q4 2021 and has held it in 19 quarters since.
  • 342 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

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