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
2021
Q1 		– Sell
-20,000
Closed -$836K – 6447
2020
Q4 		$836K Buy
+20,000
New +$956K ﹤0.01% 4066
2017
Q3 		– Sell
-90,000
Closed -$860K – 5246
2017
Q2 		$860K Hold
90,000
– – ﹤0.01% 3503
2017
Q1 		$995K Buy
+90,000
New +$863K ﹤0.01% 3419

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 $2.19B AUM 21.28% 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.