JPM JPMORGAN CHASE & CO

Ownership history in INVESCO, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which INVESCO, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.34% (2025 Q2)
Avg. % of fund
1.13%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,633 -713 -5.8% 1.26% $3.7M $320.77
2025 Q3 REDUCED 12,346 -72 -0.6% 1.32% $3.9M $312.49
2025 Q2 REDUCED 12,418 -761 -5.8% 1.34% $3.6M $285.83
2025 Q1 ADDED 13,179 +498 +3.9% 1.33% $3.2M $240.37
2024 Q4 ADDED 12,681 +208 +1.7% 1.21% $3.0M $233.69
2024 Q3 ADDED 12,473 +124 +1.0% 1.05% $2.6M $204.31
2024 Q2 REDUCED 12,349 -273 -2.2% 1.04% $2.5M $194.90
2024 Q1 ADDED 12,622 +229 +1.8% 1.07% $2.5M $191.89
2023 Q4 REDUCED 12,393 -35 -0.3% 0.98% $2.1M $161.96
2023 Q3 ADDED 12,428 +266 +2.2% 0.91% $1.8M $137.07
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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