JP Morgan Chase
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JP Morgan Chase’s INNOVATE Corp VATE Stock Holding History

JP Morgan Chase’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$462 Hold
84
– – ﹤0.01% 7185
2025
Q4 		$380 Sell
84
-100
-54% -$496 ﹤0.01% 7105
2025
Q3 		$900 Hold
184
– – ﹤0.01% 6992
2025
Q2 		$948 Hold
184
– – ﹤0.01% 6629
2025
Q1 		$1.44K Sell
184
-19
-9% -$172 ﹤0.01% 6589
2024
Q4 		$1K Sell
203
-240
-54% -$1.26K ﹤0.01% 6736
2024
Q3 		$1.64K Sell
443
-2,890
-87% -$14.3K ﹤0.01% 6647
2024
Q2 		$20.1K Sell
3,333
-4,053
-55% -$26.8K ﹤0.01% 6139
2024
Q1 		$51.8K Buy
7,386
+2,927
+66% +$25.8K ﹤0.01% 5927
2023
Q4 		$54.8K Buy
4,459
+862
+24% +$10.6K ﹤0.01% 5969
2023
Q3 		$58.3K Sell
3,597
-78
-2% -$1.3K ﹤0.01% 5741
2023
Q2 		$64.3K Buy
3,675
+3,660
+24,400% +$78.5K ﹤0.01% 5648
2023
Q1 		$0 Hold
15
– – ﹤0.01% 7248
2022
Q4 		$0 Hold
15
– – ﹤0.01% 7026
2022
Q3 		$0 Sell
15
-817
-98% -$12.5K ﹤0.01% 6880
2022
Q2 		$14K Sell
832
-1,404
-63% -$38.4K ﹤0.01% 5974
2022
Q1 		$83K Buy
2,236
+403
+22% +$15K ﹤0.01% 5597
2021
Q4 		$68K Hold
1,833
– – ﹤0.01% 5834
2021
Q3 		$76K Hold
1,833
– – ﹤0.01% 5702
2021
Q2 		$73K Sell
1,833
-10,592
-85% -$428K ﹤0.01% 5635
2021
Q1 		$489K Buy
12,425
+1,848
+17% +$68.6K ﹤0.01% 4685
2020
Q4 		$345K Buy
10,577
+9,164
+649% +$255K ﹤0.01% 4571
2020
Q3 		$36K Sell
1,413
-60
-4% -$1.62K ﹤0.01% 5030
2020
Q2 		$49K Sell
1,473
-23,959
-94% -$678K ﹤0.01% 4834
2020
Q1 		$394K Buy
25,432
+6,315
+33% +$182K ﹤0.01% 3938
2019
Q4 		$415K Buy
19,117
+3,378
+21% +$74.3K ﹤0.01% 4326
2019
Q3 		$370K Buy
15,739
+1,942
+14% +$42.2K ﹤0.01% 4311
2019
Q2 		$338K Sell
13,797
-138,340
-91% -$3.4M ﹤0.01% 4417
2019
Q1 		$3.73M Buy
152,137
+53,750
+55% +$1.67M ﹤0.01% 2840
2018
Q4 		$2.6M Sell
98,387
-50,473
-34% -$2.13M ﹤0.01% 3100
2018
Q3 		$9.11M Buy
148,860
+3,616
+2% +$217K ﹤0.01% 2281
2018
Q2 		$8.5M Sell
145,244
-45,993
-24% -$2.7M ﹤0.01% 2269
2018
Q1 		$10.1M Buy
191,237
+44,040
+30% +$2.47M ﹤0.01% 2030
2017
Q4 		$8.76M Sell
147,197
-10,253
-7% -$552K ﹤0.01% 2227
2017
Q3 		$8.46M Buy
157,450
+53,310
+51% +$2.85M ﹤0.01% 2126
2017
Q2 		$6.12M Sell
104,140
-604
-0.6% -$34.7K ﹤0.01% 2343
2017
Q1 		$6.5M Sell
104,744
-8,569
-8% -$532K ﹤0.01% 2251
2016
Q4 		$6.72M Buy
113,313
+27,151
+32% +$1.34M ﹤0.01% 2218
2016
Q3 		$4.7M Buy
86,162
+86,140
+391,545% +$3.97M ﹤0.01% 2296
2016
Q2 		$1K Buy
+22
New +$889 ﹤0.01% 4694
2013
Q4 		– Sell
-2,865
Closed -$97K – 4248
2013
Q3 		$97K Buy
2,865
+1,302
+83% +$118K ﹤0.01% 4184
2013
Q2 		$187K Buy
+1,563
New +$186K ﹤0.01% 4008

Other funds holding VATE

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Chase held its INNOVATE Corp (VATE) position steady in Q1 2026 at 84 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #7185.

JP Morgan Chase first reported a position in VATE in Q2 2013 and has held it in 42 quarters since. The position peaked at $10.1M in Q1 2018. 30 funds tracked by Wall St. Rank hold VATE as of Q1 2026.

  • JP Morgan Chase held 84 shares of INNOVATE Corp worth $462 as of Q1 2026.
  • JP Morgan Chase left its INNOVATE Corp share count unchanged in Q1 2026.
  • INNOVATE Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7185 holding.
  • JP Morgan Chase first reported a position in INNOVATE Corp in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Chase's INNOVATE Corp position peaked at $10.1M in Q1 2018.
  • 30 funds tracked by Wall St. Rank held INNOVATE Corp as of Q1 2026.

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