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
2022
Q2 		– Sell
-17,500
Closed -$139K – 7026
2022
Q1 		$139K Sell
17,500
-40,000
-70% -$402K ﹤0.01% 5367
2021
Q4 		$878K Sell
57,500
-116,000
-67% -$2.51M ﹤0.01% 4486
2021
Q3 		$4.93M Hold
173,500
– – ﹤0.01% 3034
2021
Q2 		$5.85M Sell
173,500
-20,000
-10% -$650K ﹤0.01% 2924
2021
Q1 		$7.39M Buy
193,500
+20,000
+12% +$909K ﹤0.01% 2631
2020
Q4 		$7.25M Hold
173,500
– – ﹤0.01% 2477
2020
Q3 		$7.68M Hold
173,500
– – ﹤0.01% 2236
2020
Q2 		$5.25M Hold
173,500
– – ﹤0.01% 2415
2020
Q1 		$2.37M Buy
+173,500
New +$3.17M ﹤0.01% 2838

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.