JP Morgan Chase
IVZ icon

JP Morgan Chase’s Invesco IVZ Stock Holding History

JP Morgan Chase’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50,000
Closed -$1.31M – 7713
2025
Q4 		$1.31M Buy
+50,000
New +$1.22M ﹤0.01% 4415
2021
Q3 		– Sell
-15,500
Closed -$414K – 6642
2021
Q2 		$414K Buy
15,500
+9,000
+138% +$245K ﹤0.01% 4818
2021
Q1 		$164K Buy
+6,500
New +$146K ﹤0.01% 5221

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase's IVZ Position: Q1 2026 in Review

JP Morgan Chase increased its Invesco (IVZ) stake by 32% in Q1 2026, buying an estimated $9.31M and bringing the position to 1,479,666 shares worth $34.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

JP Morgan Chase first reported a position in IVZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.12B in Q4 2014. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • JP Morgan Chase held 1,479,666 shares of Invesco worth $34.5M as of Q1 2026.
  • JP Morgan Chase bought 355,836 Invesco shares in Q1 2026, an estimated $9.31M.
  • Invesco made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1637 holding.
  • JP Morgan Chase first reported a position in Invesco in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Invesco position peaked at $1.12B in Q4 2014.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.