JP Morgan Chase
NEOV icon

JP Morgan Chase’s NeoVolta NEOV Stock Holding History

JP Morgan Chase’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79 Sell
26
-577
-96% -$2.25K ﹤0.01% 7326
2025
Q4 		$1.83K Buy
+603
New +$2.54K ﹤0.01% 6958
2024
Q1 		– Sell
-156
Closed -$250 – 7725
2023
Q4 		$250 Buy
+156
New +$309 ﹤0.01% 7028

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase reduced its NeoVolta (NEOV) stake by 96% in Q1 2026, selling an estimated $2.25K and leaving 26 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #7326.

JP Morgan Chase first reported a position in NEOV in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.83K in Q4 2025. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

  • JP Morgan Chase held 26 shares of NeoVolta worth $79 as of Q1 2026.
  • JP Morgan Chase sold 577 NeoVolta shares in Q1 2026, an estimated $2.25K.
  • NeoVolta made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7326 holding.
  • JP Morgan Chase first reported a position in NeoVolta in Q4 2023 and has held it in 3 quarters since.
  • JP Morgan Chase's NeoVolta position peaked at $1.83K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

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