JP Morgan Chase
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JP Morgan Chase’s Invesco Municipal Opportunity Trust VMO Stock Holding History

JP Morgan Chase’s Portfolio VMO Stock Details VMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8
Closed -$73 – 7747
2025
Q2 		$73 Buy
+8
New +$74 ﹤0.01% 6872
2024
Q2 		– Sell
-9,202
Closed -$89.5K – 7772
2024
Q1 		$89.5K Buy
9,202
+266
+3% +$2.55K ﹤0.01% 5720
2023
Q4 		$85.9K Buy
8,936
+8,935
+893,500% +$78.3K ﹤0.01% 5804
2023
Q3 		$8 Hold
1
– – ﹤0.01% 7322
2023
Q2 		$9 Sell
1
-34,189
-100% -$323K ﹤0.01% 6821
2023
Q1 		$335K Buy
+34,190
New +$332K ﹤0.01% 4740
2021
Q4 		– Sell
-1,107
Closed -$15K – 6982
2021
Q3 		$15K Hold
1,107
– – ﹤0.01% 6105
2021
Q2 		$15K Hold
1,107
– – ﹤0.01% 5979
2021
Q1 		$15K Hold
1,107
– – ﹤0.01% 5749
2020
Q4 		$14K Hold
1,107
– – ﹤0.01% 5357
2020
Q3 		$13K Hold
1,107
– – ﹤0.01% 5227
2020
Q2 		$13K Sell
1,107
-3,053
-73% -$35.2K ﹤0.01% 5100
2020
Q1 		$48K Sell
4,160
-537
-11% -$6.63K ﹤0.01% 4740
2019
Q4 		$58K Sell
4,697
-89
-2% -$1.1K ﹤0.01% 5081
2019
Q3 		$60K Hold
4,786
– – ﹤0.01% 5100
2019
Q2 		$58K Hold
4,786
– – ﹤0.01% 5113
2019
Q1 		$57K Buy
4,786
+1,733
+57% +$20.4K ﹤0.01% 5081
2018
Q4 		$34K Hold
3,053
– – ﹤0.01% 5199
2018
Q3 		$35K Hold
3,053
– – ﹤0.01% 5307
2018
Q2 		$36K Hold
3,053
– – ﹤0.01% 5186
2018
Q1 		$36K Hold
3,053
– – ﹤0.01% 4923
2017
Q4 		$38K Hold
3,053
– – ﹤0.01% 4981
2017
Q3 		$40K Hold
3,053
– – ﹤0.01% 4512
2017
Q2 		$40K Hold
3,053
– – ﹤0.01% 4393
2017
Q1 		$40K Hold
3,053
– – ﹤0.01% 4586
2016
Q4 		$39K Hold
3,053
– – ﹤0.01% 4597
2016
Q3 		$44K Hold
3,053
– – ﹤0.01% 4067
2016
Q2 		$45K Hold
3,053
– – ﹤0.01% 4075
2016
Q1 		$43K Hold
3,053
– – ﹤0.01% 3932
2015
Q4 		$40K Buy
+3,053
New +$39.1K ﹤0.01% 3960

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

JP Morgan Chase's VMO Position: Q3 2025 in Review

JP Morgan Chase sold out of Invesco Municipal Opportunity Trust (VMO) in Q3 2025, closing a stake of 8 shares — an estimated $73 sold.

JP Morgan Chase first reported a position in VMO in Q4 2015 and held it in 30 quarters. The position peaked at $335K in Q1 2023. 101 funds tracked by Wall St. Rank hold VMO as of Q3 2025.

  • JP Morgan Chase reported no remaining Invesco Municipal Opportunity Trust position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 8 Invesco Municipal Opportunity Trust shares in Q3 2025, an estimated $73.
  • JP Morgan Chase first reported a position in Invesco Municipal Opportunity Trust in Q4 2015 and held it in 30 quarters.
  • JP Morgan Chase's Invesco Municipal Opportunity Trust position peaked at $335K in Q1 2023.
  • 101 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.