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
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 $131B AUM 28.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MA
Marquette Associates Chicago, Illinois $91.9M AUM 13.47% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase's NBOS Position: Q1 2026 in Review

JP Morgan Chase increased its Neuberger Option Strategy ETF (NBOS) stake by 94% in Q1 2026, buying an estimated $907K and bringing the position to 68,593 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #4185.

JP Morgan Chase first reported a position in NBOS in Q2 2024 and has held it in 8 quarters since. The position peaked at $34.1M in Q1 2025. 46 funds tracked by Wall St. Rank hold NBOS as of Q1 2026.

  • JP Morgan Chase held 68,593 shares of Neuberger Option Strategy ETF worth $1.79M as of Q1 2026.
  • JP Morgan Chase bought 33,165 Neuberger Option Strategy ETF shares in Q1 2026, an estimated $907K.
  • Neuberger Option Strategy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4185 holding.
  • JP Morgan Chase first reported a position in Neuberger Option Strategy ETF in Q2 2024 and has held it in 8 quarters since.
  • JP Morgan Chase's Neuberger Option Strategy ETF position peaked at $34.1M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Neuberger Option Strategy ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.