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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neo Ivy Capital Management's JPM Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 5,153 shares — an estimated $1.66M sold.

Neo Ivy Capital Management first reported a position in JPM in Q4 2018 and held it in 10 quarters. The position peaked at $3.68M in Q3 2024. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Neo Ivy Capital Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 5,153 JPMorgan Chase shares in Q1 2026, an estimated $1.66M.
Neo Ivy Capital Management first reported a position in JPMorgan Chase in Q4 2018 and held it in 10 quarters.
Neo Ivy Capital Management's JPMorgan Chase position peaked at $3.68M in Q3 2024.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.