JP Morgan Chase
PEY icon

JP Morgan Chase’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

JP Morgan Chase’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$249K Sell
11,704
-11,995
-51% -$257K ﹤0.01% 5375
2025
Q4 		$483K Buy
23,699
+5,185
+28% +$107K ﹤0.01% 5076
2025
Q3 		$390K Buy
18,514
+4,483
+32% +$94.6K ﹤0.01% 5168
2025
Q2 		$286K Sell
14,031
-337
-2% -$6.78K ﹤0.01% 5053
2025
Q1 		$308K Sell
14,368
-1,002
-7% -$21.6K ﹤0.01% 5056
2024
Q4 		$327K Buy
15,370
+2,548
+20% +$55.9K ﹤0.01% 5259
2024
Q3 		$281K Sell
12,822
-3,079
-19% -$64.9K ﹤0.01% 5242
2024
Q2 		$312K Buy
15,901
+13,469
+554% +$269K ﹤0.01% 4921
2024
Q1 		$50.2K Buy
2,432
+682
+39% +$13.7K ﹤0.01% 5943
2023
Q4 		$37K Buy
1,750
+985
+129% +$19.1K ﹤0.01% 6094
2023
Q3 		$14.7K Buy
765
+619
+424% +$12.3K ﹤0.01% 6153
2023
Q2 		$2.8K Sell
146
-926
-86% -$17.9K ﹤0.01% 6285
2023
Q1 		$21.4K Buy
1,072
+20
+2% +$411 ﹤0.01% 5956
2022
Q4 		$22K Buy
+1,052
New +$21.5K ﹤0.01% 5857
2019
Q3 		– Sell
-389
Closed -$7K – 5898
2019
Q2 		$7K Buy
389
+388
+38,800% +$6.96K ﹤0.01% 5608
2019
Q1 		$0 Sell
1
-94,516
-100% -$1.63M ﹤0.01% 5965
2018
Q4 		$1.5M Buy
+94,517
New +$1.62M ﹤0.01% 3485
2015
Q1 		– Sell
-24,108
Closed -$325K – 4222
2014
Q4 		$325K Sell
24,108
-8,892
-27% -$116K ﹤0.01% 3834
2014
Q3 		$411K Buy
+33,000
New +$416K ﹤0.01% 3739
2014
Q2 		– Sell
-17,386
Closed -$212K – 3604
2014
Q1 		$212K Buy
17,386
+1,333
+8% +$15.6K ﹤0.01% 3402
2013
Q4 		$190K Buy
16,053
+64
+0.4% +$736 ﹤0.01% 3820
2013
Q3 		$177K Sell
15,989
-5,840
-27% -$64.5K ﹤0.01% 4083
2013
Q2 		$234K Buy
+21,829
New +$233K ﹤0.01% 3929

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase reduced its Invesco High Yield Equity Dividend Achievers ETF (PEY) stake by 51% in Q1 2026, selling an estimated $257K and leaving 11,704 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #5375.

JP Morgan Chase first reported a position in PEY in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.5M in Q4 2018. 176 funds tracked by Wall St. Rank hold PEY as of Q1 2026.

  • JP Morgan Chase held 11,704 shares of Invesco High Yield Equity Dividend Achievers ETF worth $249K as of Q1 2026.
  • JP Morgan Chase sold 11,995 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2026, an estimated $257K.
  • Invesco High Yield Equity Dividend Achievers ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5375 holding.
  • JP Morgan Chase first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2013 and has held it in 23 quarters since.
  • JP Morgan Chase's Invesco High Yield Equity Dividend Achievers ETF position peaked at $1.5M in Q4 2018.
  • 176 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2026.

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