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JP Morgan Private Wealth Advisors’s Invitation Homes INVH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.84M Sell
58,062
-10,449
-15% -$359K 0.01% 767
2023
Q2 		$2.36M Sell
68,511
-12,825
-16% -$429K 0.01% 511
2023
Q1 		$2.54M Buy
81,336
+1,078
+1% +$33.8K 0.01% 787
2022
Q4 		$2.38M Sell
80,258
-1,628
-2% -$51.6K 0.01% 780
2022
Q3 		$2.77M Sell
81,886
-776
-0.9% -$28.8K 0.01% 735
2022
Q2 		$2.94M Buy
82,662
+8,283
+11% +$316K 0.01% 723
2022
Q1 		$2.99M Buy
74,379
+8,034
+12% +$329K 0.01% 770
2021
Q4 		$3.01M Buy
66,345
+10,762
+19% +$445K 0.01% 774
2021
Q3 		$2.13M Buy
55,583
+23,638
+74% +$947K 0.01% 874
2021
Q2 		$1.19M Sell
31,945
-17,536
-35% -$620K ﹤0.01% 1107
2021
Q1 		$1.58M Buy
49,481
+1,759
+4% +$52.7K 0.01% 854
2020
Q4 		$1.42M Sell
47,722
-3,467
-7% -$99.8K ﹤0.01% 870
2020
Q3 		$1.43M Sell
51,189
-5,233
-9% -$149K 0.01% 748
2020
Q2 		$1.55M Buy
56,422
+12,919
+30% +$324K 0.01% 655
2020
Q1 		$930K Sell
43,503
-2,927
-6% -$82.9K 0.01% 732
2019
Q4 		$1.39M Buy
46,430
+389
+0.8% +$11.7K 0.01% 692
2019
Q3 		$1.36M Sell
46,041
-981
-2% -$27.6K 0.01% 672
2019
Q2 		$1.26M Sell
47,022
-4,495
-9% -$114K 0.01% 689
2019
Q1 		$1.25M Buy
51,517
+6,405
+14% +$144K 0.01% 725
2018
Q4 		$906K Sell
45,112
-6,031
-12% -$129K 0.01% 778
2018
Q3 		$1.17M Sell
51,143
-235
-0.5% -$5.47K 0.01% 778
2018
Q2 		$1.19M Sell
51,378
-1,380
-3% -$31.2K 0.01% 719
2018
Q1 		$1.2M Buy
52,758
+33,842
+179% +$751K 0.01% 606
2017
Q4 		$446K Buy
+18,916
New +$438K ﹤0.01% 907

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's INVH Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Invitation Homes (INVH) stake by 15% in Q3 2023, selling an estimated $359K and leaving 58,062 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #767.

JP Morgan Private Wealth Advisors first reported a position in INVH in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.01M in Q4 2021. 486 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 58,062 shares of Invitation Homes worth $1.84M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 10,449 Invitation Homes shares in Q3 2023, an estimated $359K.
  • Invitation Homes made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #767 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Invitation Homes in Q4 2017 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Invitation Homes position peaked at $3.01M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.