JP Morgan Chase
NBOS icon

JP Morgan Chase’s Neuberger Option Strategy ETF NBOS Stock Holding History

JP Morgan Chase’s Portfolio NBOS Stock Details NBOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$678K Sell
24,328
-44,265
-65% -$1.23M ﹤0.01% 4915
2026
Q1 		$1.79M Buy
68,593
+33,165
+94% +$907K ﹤0.01% 4185
2025
Q4 		$966K Buy
35,428
+22,148
+167% +$599K ﹤0.01% 4644
2025
Q3 		$357K Buy
13,280
+3,613
+37% +$95.5K ﹤0.01% 5209
2025
Q2 		$252K Sell
9,667
-1,323,415
-99% -$33.4M ﹤0.01% 5127
2025
Q1 		$34.1M Buy
1,333,082
+991,815
+291% +$26.1M ﹤0.01% 1530
2024
Q4 		$8.99M Buy
341,267
+84
+0% +$2.23K ﹤0.01% 2795
2024
Q3 		$8.99M Sell
341,183
-156,202
-31% -$4.06M ﹤0.01% 2696
2024
Q2 		$13.1M Buy
+497,385
New +$12.9M ﹤0.01% 2213

Other funds holding NBOS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $137M AUM 14.99% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

JP Morgan Chase's NBOS Position: Q2 2026 in Review

JP Morgan Chase reduced its Neuberger Option Strategy ETF (NBOS) stake by 65% in Q2 2026, selling an estimated $1.23M and leaving 24,328 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #4915.

JP Morgan Chase first reported a position in NBOS in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.1M in Q1 2025. 47 funds tracked by Wall St. Rank hold NBOS as of Q2 2026.

  • JP Morgan Chase held 24,328 shares of Neuberger Option Strategy ETF worth $678K as of Q2 2026.
  • JP Morgan Chase sold 44,265 Neuberger Option Strategy ETF shares in Q2 2026, an estimated $1.23M.
  • Neuberger Option Strategy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4915 holding.
  • JP Morgan Chase first reported a position in Neuberger Option Strategy ETF in Q2 2024 and has held it in 9 quarters since.
  • JP Morgan Chase's Neuberger Option Strategy ETF position peaked at $34.1M in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.