JP Morgan Chase
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JP Morgan Chase’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

JP Morgan Chase’s Portfolio PVI Stock Details PVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-266
Closed -$6.57K – 7650
2024
Q4 		$6.57K Hold
266
– – ﹤0.01% 6464
2024
Q3 		$6.61K Buy
+266
New +$6.6K ﹤0.01% 6441
2019
Q2 		– Sell
-16,878
Closed -$420K – 5956
2019
Q1 		$420K Buy
+16,878
New +$421K ﹤0.01% 4289
2013
Q3 		– Sell
-12,350
Closed -$309K – 4445
2013
Q2 		$309K Buy
+12,350
New +$309K ﹤0.01% 3811

Other funds holding PVI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

JP Morgan Chase's PVI Position: Q1 2025 in Review

JP Morgan Chase sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q1 2025, closing a stake of 266 shares — an estimated $6.57K sold.

JP Morgan Chase first reported a position in PVI in Q2 2013 and held it in 4 quarters. The position peaked at $420K in Q1 2019. 26 funds tracked by Wall St. Rank hold PVI as of Q1 2025.

  • JP Morgan Chase reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • JP Morgan Chase sold 266 Invesco Floating Rate Municipal Income ETF shares in Q1 2025, an estimated $6.57K.
  • JP Morgan Chase first reported a position in Invesco Floating Rate Municipal Income ETF in Q2 2013 and held it in 4 quarters.
  • JP Morgan Chase's Invesco Floating Rate Municipal Income ETF position peaked at $420K in Q1 2019.
  • 26 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q1 2025.

Based on JP Morgan Chase's 13F filing for Q1 2025, filed 12 May 2025.