JP Morgan Chase
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JP Morgan Chase’s Invesco Active US Real Estate Fund PSR Stock Holding History

JP Morgan Chase’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-135
Closed -$16K – 6923
2021
Q4 		$16K Buy
+135
New +$15K ﹤0.01% 6262

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase's PSR Position: Q1 2022 in Review

JP Morgan Chase sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2022, closing a stake of 135 shares — an estimated $16K sold.

JP Morgan Chase first reported a position in PSR in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 69 funds tracked by Wall St. Rank hold PSR as of Q1 2022.

  • JP Morgan Chase reported no remaining Invesco Active US Real Estate Fund position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Chase sold 135 Invesco Active US Real Estate Fund shares in Q1 2022, an estimated $16K.
  • JP Morgan Chase first reported a position in Invesco Active US Real Estate Fund in Q4 2021 and held it in 1 quarter.
  • JP Morgan Chase's Invesco Active US Real Estate Fund position peaked at $16K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2022.

Based on JP Morgan Chase's 13F filing for Q1 2022, filed 11 May 2022.