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 $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase increased its Invesco (IVZ) stake by 7.5% in Q2 2026, buying an estimated $2.93M and bringing the position to 1,590,043 shares worth $42.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

JP Morgan Chase first reported a position in IVZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.12B in Q4 2014. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • JP Morgan Chase held 1,590,043 shares of Invesco worth $42.2M as of Q2 2026.
  • JP Morgan Chase bought 110,377 Invesco shares in Q2 2026, an estimated $2.93M.
  • Invesco made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1602 holding.
  • JP Morgan Chase first reported a position in Invesco in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Invesco position peaked at $1.12B in Q4 2014.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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