JPMORGAN CHASE & CO - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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
JPMORGAN CHASE & CO ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$14,599,671
-25.4%
1,005,487
-13.7%
0.00%0.0%
Q2 2023$19,575,263
+19.9%
1,164,501
+17.0%
0.00%0.0%
Q1 2023$16,329,148
+44807.2%
995,714
-50.7%
0.00%
-60.0%
Q4 2022$36,362
-99.9%
2,021,286
-44.8%
0.01%
-28.6%
Q3 2022$50,193,000
-36.1%
3,663,624
-24.8%
0.01%
-36.4%
Q2 2022$78,568,000
-33.0%
4,870,946
-4.2%
0.01%
-21.4%
Q1 2022$117,255,000
-0.1%
5,084,759
-0.3%
0.01%0.0%
Q4 2021$117,398,000
+30.5%
5,099,792
+36.7%
0.01%
+27.3%
Q3 2021$89,974,000
-5.8%
3,731,796
+4.4%
0.01%0.0%
Q2 2021$95,539,000
+23.8%
3,574,255
+16.8%
0.01%
+10.0%
Q1 2021$77,172,000
+10.6%
3,059,982
-23.6%
0.01%0.0%
Q4 2020$69,805,000
+15.2%
4,004,888
-24.4%
0.01%0.0%
Q3 2020$60,569,000
+6.3%
5,299,157
+0.1%
0.01%
-9.1%
Q2 2020$56,983,000
+54.9%
5,295,903
+30.7%
0.01%
+22.2%
Q1 2020$36,785,000
-49.3%
4,051,195
+0.4%
0.01%
-35.7%
Q4 2019$72,518,000
-61.6%
4,033,292
-63.8%
0.01%
-63.2%
Q3 2019$188,748,000
-8.6%
11,142,059
+9.9%
0.04%
-5.0%
Q2 2019$206,479,000
+10.2%
10,141,470
+4.5%
0.04%
+5.3%
Q1 2019$187,315,000
+10.9%
9,700,379
-3.9%
0.04%
-2.6%
Q4 2018$168,940,000
-34.7%
10,092,063
-10.8%
0.04%
-22.0%
Q3 2018$258,733,000
-3.0%
11,308,238
+12.6%
0.05%
-9.1%
Q2 2018$266,781,000
-24.9%
10,044,435
-9.4%
0.06%
-27.6%
Q1 2018$355,059,000
-15.1%
11,092,150
-3.1%
0.08%
-13.6%
Q4 2017$418,129,000
+5.9%
11,442,998
-0.6%
0.09%
+1.1%
Q3 2017$394,807,000
+2.2%
11,517,149
+4.9%
0.09%
-1.1%
Q2 2017$386,322,000
+14.9%
10,978,180
-0.0%
0.09%
+14.3%
Q1 2017$336,358,000
+2.9%
10,981,317
+2.0%
0.08%
-2.5%
Q4 2016$326,785,000
-6.3%
10,770,759
-3.5%
0.08%
-8.1%
Q3 2016$348,856,000
+18.9%
11,156,260
-2.9%
0.09%
+17.8%
Q2 2016$293,406,000
-40.0%
11,488,098
-27.7%
0.07%
-41.6%
Q1 2016$488,835,000
-12.7%
15,886,691
-5.0%
0.12%
-11.3%
Q4 2015$559,724,000
-26.3%
16,718,215
-31.2%
0.14%
-30.5%
Q3 2015$759,307,000
-16.0%
24,313,402
+0.8%
0.20%
-4.7%
Q2 2015$904,293,000
-17.2%
24,120,843
-12.4%
0.21%
-14.5%
Q1 2015$1,092,456,000
-2.8%
27,524,710
-3.2%
0.25%
-3.1%
Q4 2014$1,123,916,000
+15.0%
28,439,193
+14.8%
0.26%
+10.8%
Q3 2014$977,732,000
+14.4%
24,765,238
+9.4%
0.23%
+6.9%
Q2 2014$854,817,000
-7.3%
22,644,172
-9.1%
0.22%
-14.6%
Q1 2014$921,647,000
+6.5%
24,909,332
+4.8%
0.25%
+3.3%
Q4 2013$865,397,000
-5.5%
23,774,657
-17.2%
0.25%
-9.2%
Q3 2013$915,639,000
-14.6%
28,703,369
-14.9%
0.27%
-20.8%
Q2 2013$1,072,615,00033,730,0520.34%
Other shareholders
INVESCO LTD shareholders Q1 2022
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 45,473,859$1,182,320,00015.85%
Applied Fundamental Research, LLC 572,850$13,187,0006.34%
CONTINENTAL ADVISORS LLC 330,917$7,618,0003.21%
Full18 Capital LLC 251,443$6,389,0002.71%
Kiltearn Partners LLP 2,700,877$62,174,0002.57%
Insight Folios Inc 231,912$5,339,0002.50%
Cambridge Financial Group, Inc. 270,760$6,232,895,0002.45%
VALUEWORKS LLC 256,811$5,912,0002.34%
Olstein Capital Management, L.P. 746,900$17,194,0002.05%
Poehling Capital Management, INC. 237,769$5,473,0001.77%
View complete list of INVESCO LTD shareholders