Neo Ivy Capital Management’s JPMorgan Chase JPM Stock Holding History

Neo Ivy Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88.7K	Buy	+271	New	+$84.2K	0.02%	301
2026 Q1	–	Sell	-5,153	Closed	-$1.66M	–	424
2025 Q4	$1.66M	Buy	5,153 +2,505	+95%	+$776K	0.26%	143
2025 Q3	$835K	Buy	2,648 +991	+60%	+$295K	0.2%	161
2025 Q2	$480K	Buy	+1,657	New	+$423K	0.15%	188
2025 Q1	–	Sell	-7,995	Closed	-$1.92M	–	358
2024 Q4	$1.92M	Sell	7,995 -9,451	-54%	-$2.2M	0.39%	104
2024 Q3	$3.68M	Buy	+17,446	New	+$3.67M	1.19%	10
2022 Q4	–	Sell	-3,421	Closed	-$357K	–	446
2022 Q3	$357K	Buy	+3,421	New	+$393K	0.94%	11
2022 Q2	–	Sell	-5,062	Closed	-$690K	–	511
2022 Q1	$690K	Buy	5,062 +1,851	+58%	+$273K	0.62%	21
2021 Q4	$508K	Buy	+3,211	New	+$527K	0.73%	27
2020 Q4	–	Sell	-7,719	Closed	-$743K	–	495
2020 Q3	$743K	Buy	+7,719	New	+$758K	0.75%	13
2019 Q1	–	Sell	-6,877	Closed	-$671K	–	343
2018 Q4	$671K	Buy	+6,877	New	+$733K	0.53%	68

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Neo Ivy Capital Management's JPM Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 271 shares worth $88.7K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in JPM as recently as Q4 2025.

Neo Ivy Capital Management first reported a position in JPM in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.68M in Q3 2024. 5,151 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Neo Ivy Capital Management held 271 shares of JPMorgan Chase worth $88.7K as of Q2 2026.
JPMorgan Chase was a new Neo Ivy Capital Management position in Q2 2026.
JPMorgan Chase made up 0.02% of Neo Ivy Capital Management's portfolio in Q2 2026, its #301 holding.
Neo Ivy Capital Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 11 quarters since.
Neo Ivy Capital Management's JPMorgan Chase position peaked at $3.68M in Q3 2024.
5,151 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.