JPMorgan Chase & Co’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
1,096,073
-421,805
| -28% | -$6.65M | ﹤0.01% | 1824 |
|
|
2025
Q1 | $23M | Buy |
1,517,878
+232,269
| +18% | +$3.52M | ﹤0.01% | 1603 |
|
|
2024
Q4 | $22.5M | Buy |
1,285,609
+188,041
| +17% | +$3.29M | ﹤0.01% | 1662 |
|
|
2024
Q3 | $19.3M | Buy |
1,097,568
+8,097
| +0.7% | +$142K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $16.3M | Buy |
1,089,471
+80,319
| +8% | +$1.2M | ﹤0.01% | 1778 |
|
|
2024
Q1 | $16.7M | Sell |
1,009,152
-70,320
| -7% | -$1.17M | ﹤0.01% | 1793 |
|
|
2023
Q4 | $19.3M | Buy |
1,079,472
+73,985
| +7% | +$1.32M | ﹤0.01% | 1669 |
|
|
2023
Q3 | $14.6M | Sell |
1,005,487
-159,014
| -14% | -$2.31M | ﹤0.01% | 1728 |
|
|
2023
Q2 | $19.6M | Buy |
1,164,501
+168,787
| +17% | +$2.84M | ﹤0.01% | 1559 |
|
|
2023
Q1 | $16.3M | Sell |
995,714
-1,025,572
| -51% | -$16.8M | ﹤0.01% | 1627 |
|
|
2022
Q4 | $36.4M | Sell |
2,021,286
-1,642,338
| -45% | -$29.5M | ﹤0.01% | 1108 |
|
|
2022
Q3 | $50.2M | Sell |
3,663,624
-1,207,322
| -25% | -$16.5M | 0.01% | 952 |
|
|
2022
Q2 | $78.6M | Sell |
4,870,946
-213,813
| -4% | -$3.45M | 0.01% | 793 |
|
|
2022
Q1 | $117M | Sell |
5,084,759
-15,033
| -0.3% | -$347K | 0.01% | 730 |
|
|
2021
Q4 | $117M | Buy |
5,099,792
+1,367,996
| +37% | +$31.5M | 0.01% | 749 |
|
|
2021
Q3 | $90M | Buy |
3,731,796
+157,541
| +4% | +$3.8M | 0.01% | 858 |
|
|
2021
Q2 | $95.5M | Buy |
3,574,255
+514,273
| +17% | +$13.7M | 0.01% | 858 |
|
|
2021
Q1 | $77.2M | Sell |
3,059,982
-944,906
| -24% | -$23.8M | 0.01% | 901 |
|
|
2020
Q4 | $69.8M | Sell |
4,004,888
-1,294,269
| -24% | -$22.6M | 0.01% | 854 |
|
|
2020
Q3 | $60.6M | Buy |
5,299,157
+3,254
| +0.1% | +$37.2K | 0.01% | 821 |
|
|
2020
Q2 | $57M | Buy |
5,295,903
+1,244,708
| +31% | +$13.4M | 0.01% | 790 |
|
|
2020
Q1 | $36.8M | Buy |
4,051,195
+17,903
| +0.4% | +$163K | 0.01% | 859 |
|
|
2019
Q4 | $72.5M | Sell |
4,033,292
-7,108,767
| -64% | -$128M | 0.01% | 718 |
|
|
2019
Q3 | $189M | Buy |
11,142,059
+1,000,589
| +10% | +$17M | 0.04% | 429 |
|
|
2019
Q2 | $206M | Buy |
10,141,470
+441,091
| +5% | +$8.98M | 0.04% | 418 |
|
|
2019
Q1 | $187M | Sell |
9,700,379
-391,684
| -4% | -$7.56M | 0.04% | 429 |
|
|
2018
Q4 | $169M | Sell |
10,092,063
-1,216,175
| -11% | -$20.4M | 0.04% | 424 |
|
|
2018
Q3 | $259M | Buy |
11,308,238
+1,263,803
| +13% | +$28.9M | 0.05% | 359 |
|
|
2018
Q2 | $267M | Sell |
10,044,435
-1,047,715
| -9% | -$27.8M | 0.05% | 338 |
|
|
2018
Q1 | $355M | Sell |
11,092,150
-350,848
| -3% | -$11.2M | 0.08% | 262 |
|
|
2017
Q4 | $418M | Sell |
11,442,998
-74,151
| -0.6% | -$2.71M | 0.09% | 235 |
|
|
2017
Q3 | $395M | Buy |
11,517,149
+538,969
| +5% | +$18.5M | 0.09% | 243 |
|
|
2017
Q2 | $386M | Sell |
10,978,180
-3,137
| -0% | -$110K | 0.09% | 235 |
|
|
2017
Q1 | $336M | Buy |
10,981,317
+210,558
| +2% | +$6.45M | 0.08% | 245 |
|
|
2016
Q4 | $327M | Sell |
10,770,759
-385,501
| -3% | -$11.7M | 0.08% | 246 |
|
|
2016
Q3 | $349M | Sell |
11,156,260
-331,838
| -3% | -$10.4M | 0.09% | 234 |
|
|
2016
Q2 | $293M | Sell |
11,488,098
-4,398,593
| -28% | -$112M | 0.07% | 271 |
|
|
2016
Q1 | $489M | Sell |
15,886,691
-831,524
| -5% | -$25.6M | 0.13% | 180 |
|
|
2015
Q4 | $560M | Sell |
16,718,215
-7,595,187
| -31% | -$254M | 0.14% | 163 |
|
|
2015
Q3 | $759M | Buy |
24,313,402
+192,559
| +0.8% | +$6.01M | 0.2% | 105 |
|
|
2015
Q2 | $904M | Sell |
24,120,843
-3,403,867
| -12% | -$128M | 0.21% | 93 |
|
|
2015
Q1 | $1.09B | Sell |
27,524,710
-914,483
| -3% | -$36.3M | 0.25% | 79 |
|
|
2014
Q4 | $1.12B | Buy |
28,439,193
+3,673,955
| +15% | +$145M | 0.26% | 74 |
|
|
2014
Q3 | $978M | Buy |
24,765,238
+2,121,066
| +9% | +$83.7M | 0.23% | 83 |
|
|
2014
Q2 | $855M | Sell |
22,644,172
-2,265,160
| -9% | -$85.5M | 0.22% | 89 |
|
|
2014
Q1 | $922M | Buy |
24,909,332
+1,134,675
| +5% | +$42M | 0.25% | 77 |
|
|
2013
Q4 | $865M | Sell |
23,774,657
-4,928,712
| -17% | -$179M | 0.25% | 87 |
|
|
2013
Q3 | $916M | Sell |
28,703,369
-5,026,683
| -15% | -$160M | 0.27% | 74 |
|
|
2013
Q2 | $1.07B | Buy |
+33,730,052
| New | +$1.07B | 0.34% | 54 |
|