J.P. Morgan Private Wealth Advisors LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.2%.

About INVESCO LTD

Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.

The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.

Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.

In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.

Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$594,793
-56.1%
40,964
-49.1%
0.00%
-71.4%
Q2 2023$1,353,874
-22.1%
80,540
-24.0%
0.01%
+75.0%
Q1 2023$1,738,974
-21.0%
106,035
-13.3%
0.00%
-20.0%
Q4 2022$2,200,717
+22.3%
122,330
-6.8%
0.01%0.0%
Q3 2022$1,799,000
-18.1%
131,324
-3.6%
0.01%
-16.7%
Q2 2022$2,196,000
-33.0%
136,160
-4.2%
0.01%
-14.3%
Q1 2022$3,276,000
-0.4%
142,066
-0.6%
0.01%0.0%
Q4 2021$3,290,000
-7.8%
142,907
-3.4%
0.01%
-22.2%
Q3 2021$3,568,000
-3.7%
148,002
+6.8%
0.01%
-10.0%
Q2 2021$3,706,000
+13.1%
138,638
+6.7%
0.01%
-9.1%
Q1 2021$3,278,000
+50.6%
129,979
+4.0%
0.01%
+57.1%
Q4 2020$2,177,000
+58.7%
124,920
+3.9%
0.01%
+40.0%
Q3 2020$1,372,000
-56.5%
120,205
-59.0%
0.01%
-64.3%
Q2 2020$3,153,000
-18.9%
293,009
-31.5%
0.01%
-36.4%
Q1 2020$3,886,000
-50.3%
427,979
-1.6%
0.02%
-38.9%
Q4 2019$7,821,000
+4221.0%
435,004
+3982.2%
0.04%
+3500.0%
Q3 2019$181,000
-71.6%
10,656
-61.8%
0.00%
-66.7%
Q3 2018$638,000
-40.7%
27,890
-31.1%
0.00%
-50.0%
Q2 2018$1,075,000
-27.3%
40,466
-12.4%
0.01%
-40.0%
Q1 2018$1,479,000
-6.7%
46,198
+6.4%
0.01%0.0%
Q4 2017$1,586,000
+22.5%
43,416
+17.5%
0.01%
+11.1%
Q3 2017$1,295,000
+64.1%
36,959
+64.8%
0.01%
+50.0%
Q2 2017$789,000
-20.0%
22,425
-30.4%
0.01%
-25.0%
Q1 2017$986,000
-13.4%
32,211
-14.3%
0.01%
-20.0%
Q4 2016$1,139,000
-27.1%
37,565
-24.8%
0.01%
-33.3%
Q3 2016$1,562,000
+22.8%
49,971
+0.3%
0.02%
+25.0%
Q2 2016$1,272,000
+15.2%
49,823
+38.8%
0.01%
+9.1%
Q1 2016$1,104,000
-6.0%
35,897
+2.4%
0.01%
-8.3%
Q4 2015$1,174,000
-12.6%
35,072
-18.4%
0.01%
-29.4%
Q3 2015$1,343,000
-16.4%
42,993
+0.4%
0.02%
-5.6%
Q2 2015$1,606,000
+3.9%
42,820
+10.0%
0.02%0.0%
Q1 2015$1,545,000
+33.8%
38,932
+33.3%
0.02%
+28.6%
Q4 2014$1,155,000
-0.7%
29,214
-0.8%
0.01%
-6.7%
Q3 2014$1,163,000
+3.7%
29,456
-0.9%
0.02%
-21.1%
Q2 2014$1,122,000
+4.5%
29,722
+2.5%
0.02%
-5.0%
Q1 2014$1,074,000
+306.8%
29,009
+300.5%
0.02%
+300.0%
Q4 2013$264,000
+2.7%
7,244
-10.1%
0.01%
-16.7%
Q3 2013$257,000
+8.0%
8,056
+7.8%
0.01%0.0%
Q2 2013$238,0007,4760.01%
Other shareholders
INVESCO LTD shareholders Q4 2020
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders