JP Morgan Chase’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.5M | Buy |
1,479,666
+355,836
| +32% | +$9.31M | ﹤0.01% | 1637 |
|
|
2025
Q4 | $29.5M | Sell |
1,123,830
-247,847
| -18% | -$6.05M | ﹤0.01% | 1725 |
|
|
2025
Q3 | $31.5M | Buy |
1,371,677
+275,604
| +25% | +$5.72M | ﹤0.01% | 1726 |
|
|
2025
Q2 | $17.3M | Sell |
1,096,073
-421,805
| -28% | -$6.06M | ﹤0.01% | 2066 |
|
|
2025
Q1 | $23M | Buy |
1,517,878
+232,269
| +18% | +$3.96M | ﹤0.01% | 1808 |
|
|
2024
Q4 | $22.5M | Buy |
1,285,609
+188,041
| +17% | +$3.35M | ﹤0.01% | 1934 |
|
|
2024
Q3 | $19.3M | Buy |
1,097,568
+8,097
| +0.7% | +$133K | ﹤0.01% | 2022 |
|
|
2024
Q2 | $16.3M | Buy |
1,089,471
+80,319
| +8% | +$1.23M | ﹤0.01% | 2022 |
|
|
2024
Q1 | $16.7M | Sell |
1,009,152
-70,320
| -7% | -$1.13M | ﹤0.01% | 2026 |
|
|
2023
Q4 | $19.3M | Buy |
1,079,472
+73,985
| +7% | +$1.07M | ﹤0.01% | 1896 |
|
|
2023
Q3 | $14.6M | Sell |
1,005,487
-159,014
| -14% | -$2.56M | ﹤0.01% | 1941 |
|
|
2023
Q2 | $19.6M | Buy |
1,164,501
+168,787
| +17% | +$2.72M | ﹤0.01% | 1713 |
|
|
2023
Q1 | $16.3M | Sell |
995,714
-1,025,572
| -51% | -$18.3M | ﹤0.01% | 1840 |
|
|
2022
Q4 | $36.4M | Sell |
2,021,286
-1,642,338
| -45% | -$28.1M | 0.01% | 1273 |
|
|
2022
Q3 | $50.2M | Sell |
3,663,624
-1,207,322
| -25% | -$20.4M | 0.01% | 1046 |
|
|
2022
Q2 | $78.6M | Sell |
4,870,946
-213,813
| -4% | -$4.05M | 0.01% | 848 |
|
|
2022
Q1 | $117M | Sell |
5,084,759
-15,033
| -0.3% | -$333K | 0.02% | 774 |
|
|
2021
Q4 | $117M | Buy |
5,099,792
+1,367,996
| +37% | +$33.3M | 0.01% | 813 |
|
|
2021
Q3 | $90M | Buy |
3,731,796
+157,541
| +4% | +$3.94M | 0.01% | 916 |
|
|
2021
Q2 | $95.5M | Buy |
3,574,255
+514,273
| +17% | +$14M | 0.01% | 919 |
|
|
2021
Q1 | $77.2M | Sell |
3,059,982
-944,906
| -24% | -$21.2M | 0.01% | 966 |
|
|
2020
Q4 | $69.8M | Sell |
4,004,888
-1,294,269
| -24% | -$19.9M | 0.01% | 935 |
|
|
2020
Q3 | $60.6M | Buy |
5,299,157
+3,254
| +0.1% | +$34.5K | 0.01% | 888 |
|
|
2020
Q2 | $57M | Buy |
5,295,903
+1,244,708
| +31% | +$11.2M | 0.01% | 841 |
|
|
2020
Q1 | $36.8M | Buy |
4,051,195
+17,903
| +0.4% | +$272K | 0.01% | 931 |
|
|
2019
Q4 | $72.5M | Sell |
4,033,292
-7,108,767
| -64% | -$121M | 0.01% | 787 |
|
|
2019
Q3 | $189M | Buy |
11,142,059
+1,000,589
| +10% | +$17.7M | 0.04% | 456 |
|
|
2019
Q2 | $206M | Buy |
10,141,470
+441,091
| +5% | +$9.16M | 0.04% | 440 |
|
|
2019
Q1 | $187M | Sell |
9,700,379
-391,684
| -4% | -$7.32M | 0.04% | 457 |
|
|
2018
Q4 | $169M | Sell |
10,092,063
-1,216,175
| -11% | -$24.3M | 0.04% | 456 |
|
|
2018
Q3 | $259M | Buy |
11,308,238
+1,263,803
| +13% | +$31.6M | 0.05% | 382 |
|
|
2018
Q2 | $267M | Sell |
10,044,435
-1,047,715
| -9% | -$30.1M | 0.06% | 357 |
|
|
2018
Q1 | $355M | Sell |
11,092,150
-350,848
| -3% | -$12.1M | 0.08% | 274 |
|
|
2017
Q4 | $418M | Sell |
11,442,998
-74,151
| -0.6% | -$2.68M | 0.09% | 245 |
|
|
2017
Q3 | $395M | Buy |
11,517,149
+538,969
| +5% | +$18.4M | 0.09% | 254 |
|
|
2017
Q2 | $386M | Sell |
10,978,180
-3,137
| -0% | -$102K | 0.09% | 246 |
|
|
2017
Q1 | $336M | Buy |
10,981,317
+210,558
| +2% | +$6.58M | 0.08% | 262 |
|
|
2016
Q4 | $327M | Sell |
10,770,759
-385,501
| -3% | -$11.9M | 0.08% | 263 |
|
|
2016
Q3 | $349M | Sell |
11,156,260
-331,838
| -3% | -$9.75M | 0.09% | 249 |
|
|
2016
Q2 | $293M | Sell |
11,488,098
-4,398,593
| -28% | -$131M | 0.08% | 287 |
|
|
2016
Q1 | $489M | Sell |
15,886,691
-831,524
| -5% | -$24M | 0.13% | 191 |
|
|
2015
Q4 | $560M | Sell |
16,718,215
-7,595,187
| -31% | -$249M | 0.15% | 169 |
|
|
2015
Q3 | $759M | Buy |
24,313,402
+192,559
| +0.8% | +$6.85M | 0.21% | 110 |
|
|
2015
Q2 | $904M | Sell |
24,120,843
-3,403,867
| -12% | -$136M | 0.22% | 97 |
|
|
2015
Q1 | $1.09B | Sell |
27,524,710
-914,483
| -3% | -$35.7M | 0.26% | 84 |
|
|
2014
Q4 | $1.12B | Buy |
28,439,193
+3,673,955
| +15% | +$145M | 0.27% | 79 |
|
|
2014
Q3 | $978M | Buy |
24,765,238
+2,121,066
| +9% | +$83.4M | 0.25% | 88 |
|
|
2014
Q2 | $855M | Sell |
22,644,172
-2,265,160
| -9% | -$82M | 0.22% | 93 |
|
|
2014
Q1 | $922M | Buy |
24,909,332
+1,134,675
| +5% | +$39.3M | 0.26% | 79 |
|
|
2013
Q4 | $865M | Sell |
23,774,657
-4,928,712
| -17% | -$167M | 0.25% | 89 |
|
|
2013
Q3 | $916M | Sell |
28,703,369
-5,026,683
| -15% | -$160M | 0.28% | 77 |
|
|
2013
Q2 | $1.07B | Buy |
+33,730,052
| New | +$1.08B | 0.36% | 57 |
|
Other funds holding IVZ
MMLI
VCM
VPM
