NIM
NEOS Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.1M | Buy |
228,111
+39,682
| +21% | +$11.5M | 0.82% | 17 |
|
|
2025
Q1 | $46.2M | Buy |
188,429
+36,299
| +24% | +$8.9M | 0.88% | 16 |
|
|
2024
Q4 | $36.5M | Buy |
152,130
+29,668
| +24% | +$7.11M | 0.86% | 15 |
|
|
2024
Q3 | $25.8M | Buy |
122,462
+25,172
| +26% | +$5.31M | 0.78% | 21 |
|
|
2024
Q2 | $19.7M | Buy |
97,290
+24,416
| +34% | +$4.94M | 0.81% | 17 |
|
|
2024
Q1 | $14.6M | Buy |
72,874
+27,697
| +61% | +$5.55M | 0.9% | 15 |
|
|
2023
Q4 | $7.68M | Buy |
45,177
+11,919
| +36% | +$2.03M | 0.73% | 24 |
|
|
2023
Q3 | $4.82M | Buy |
+33,258
| New | +$4.82M | 0.62% | 29 |
|