JP Morgan Chase
NVTA

JP Morgan Chase’s Invitae Corporation NVTA Stock Holding History

JP Morgan Chase’s Portfolio NVTA Stock Details NVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,690,275
Closed -$1.06M – 8081
2023
Q4 		$1.06M Buy
1,690,275
+17,320
+1% +$10.4K ﹤0.01% 4292
2023
Q3 		$1.01M Sell
1,672,955
-129,110
-7% -$134K ﹤0.01% 4059
2023
Q2 		$2.04M Sell
1,802,065
-135,132
-7% -$170K ﹤0.01% 3531
2023
Q1 		$2.61M Buy
1,937,197
+41,397
+2% +$81.6K ﹤0.01% 3348
2022
Q4 		$3.52M Buy
1,895,800
+30,439
+2% +$74.3K ﹤0.01% 3114
2022
Q3 		$4.59M Buy
1,865,361
+424,399
+29% +$1.29M ﹤0.01% 2827
2022
Q2 		$3.52M Buy
1,440,962
+148,648
+12% +$657K ﹤0.01% 3090
2022
Q1 		$10.3M Sell
1,292,314
-188,368
-13% -$1.89M ﹤0.01% 2339
2021
Q4 		$22.6M Buy
1,480,682
+424,714
+40% +$9.19M ﹤0.01% 1720
2021
Q3 		$30M Buy
1,055,968
+175,265
+20% +$5.14M ﹤0.01% 1473
2021
Q2 		$29.7M Buy
880,703
+151,233
+21% +$4.92M ﹤0.01% 1517
2021
Q1 		$27.9M Buy
729,470
+21,533
+3% +$979K ﹤0.01% 1485
2020
Q4 		$29.6M Buy
707,937
+371,038
+110% +$17.7M ﹤0.01% 1344
2020
Q3 		$14.9M Buy
336,899
+43,679
+15% +$1.49M ﹤0.01% 1706
2020
Q2 		$8.88M Buy
293,220
+70,562
+32% +$1.23M ﹤0.01% 1988
2020
Q1 		$3.04M Buy
222,658
+131,962
+145% +$2.41M ﹤0.01% 2653
2019
Q4 		$1.46M Buy
90,696
+48,634
+116% +$860K ﹤0.01% 3608
2019
Q3 		$810K Sell
42,062
-42,908
-50% -$1.01M ﹤0.01% 3948
2019
Q2 		$1.83M Sell
84,970
-254,718
-75% -$5.42M ﹤0.01% 3448
2019
Q1 		$7.96M Buy
339,688
+322,929
+1,927% +$5.7M ﹤0.01% 2242
2018
Q4 		$185K Sell
16,759
-167,767
-91% -$2.17M ﹤0.01% 4623
2018
Q3 		$3.09M Buy
184,526
+58,538
+46% +$666K ﹤0.01% 3139
2018
Q2 		$926K Buy
125,988
+117,406
+1,368% +$780K ﹤0.01% 3870
2018
Q1 		$40K Sell
8,582
-614
-7% -$4.38K ﹤0.01% 4891
2017
Q4 		$83K Buy
+9,196
New +$82.4K ﹤0.01% 4727
2017
Q2 		– Sell
-124,880
Closed -$1.23M – 5292
2017
Q1 		$1.38M Buy
124,880
+84,470
+209% +$810K ﹤0.01% 3248
2016
Q4 		$321K Buy
+40,410
New +$302K ﹤0.01% 3963
2016
Q3 		– Sell
-399
Closed -$3K – 4879
2016
Q2 		$3K Buy
399
+108
+37% +$1.01K ﹤0.01% 4565
2016
Q1 		$3K Buy
+291
New +$2.31K ﹤0.01% 4475
2015
Q4 		– Sell
-656,115
Closed -$4.74M – 4836
2015
Q3 		$4.74M Sell
656,115
-448,366
-41% -$4.71M ﹤0.01% 2258
2015
Q2 		$16.4M Buy
1,104,481
+229,780
+26% +$3.27M ﹤0.01% 1536
2015
Q1 		$14.7M Buy
+874,701
New +$16.2M ﹤0.01% 1642

Other funds holding NVTA

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase's NVTA Position: Q1 2024 in Review

JP Morgan Chase sold out of Invitae Corporation (NVTA) in Q1 2024, closing a stake of 1,690,275 shares — an estimated $1.06M sold.

JP Morgan Chase first reported a position in NVTA in Q1 2015 and held it in 32 quarters. The position peaked at $30M in Q3 2021. 37 funds tracked by Wall St. Rank hold NVTA as of Q1 2024.

  • JP Morgan Chase reported no remaining Invitae Corporation position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,690,275 Invitae Corporation shares in Q1 2024, an estimated $1.06M.
  • JP Morgan Chase first reported a position in Invitae Corporation in Q1 2015 and held it in 32 quarters.
  • JP Morgan Chase's Invitae Corporation position peaked at $30M in Q3 2021.
  • 37 funds tracked by Wall St. Rank held Invitae Corporation as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.