JAM
IVR icon

Jupiter Asset Management’s Invesco Mortgage Capital IVR Stock Holding History

Jupiter Asset Management’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-122,328
Closed -$959K – 494
2025
Q2 		$959K Sell
122,328
-764,410
-86% -$5.63M 0.01% 371
2025
Q1 		$7M Buy
+886,738
New +$7.48M 0.07% 251
2024
Q3 		– Sell
-216,519
Closed -$2.03M – 449
2024
Q2 		$2.03M Sell
216,519
-320,389
-60% -$2.89M 0.02% 313
2024
Q1 		$5.2M Sell
536,908
-443,485
-45% -$3.98M 0.05% 250
2023
Q4 		$8.69M Buy
980,393
+666,336
+212% +$5.44M 0.09% 225
2023
Q3 		$3.14M Buy
+314,057
New +$3.47M 0.03% 289
2022
Q2 		– Sell
-34,173
Closed -$776K – 606
2022
Q1 		$776K Buy
+34,173
New +$841K 0.01% 425
2021
Q1 		– Sell
-5,571
Closed -$188K – 608
2020
Q4 		$188K Buy
+5,571
New +$173K ﹤0.01% 571

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