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NEOS Investment Management’s JPMorgan Chase JPM Stock Holding History

NEOS Investment 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 		$144M Buy
438,527
+36,477
+9% +$11.3M 0.53% 37
2026
Q1 		$118M Buy
402,050
+41,735
+12% +$12.7M 0.6% 31
2025
Q4 		$116M Buy
360,315
+52,555
+17% +$16.3M 0.67% 21
2025
Q3 		$97.1M Buy
307,760
+79,649
+35% +$23.7M 0.73% 19
2025
Q2 		$66.1M Buy
228,111
+39,682
+21% +$10.1M 0.82% 17
2025
Q1 		$46.2M Buy
188,429
+36,299
+24% +$9.25M 0.88% 16
2024
Q4 		$36.5M Buy
152,130
+29,668
+24% +$6.91M 0.86% 15
2024
Q3 		$25.8M Buy
122,462
+25,172
+26% +$5.3M 0.78% 21
2024
Q2 		$19.7M Buy
97,290
+24,416
+34% +$4.77M 0.81% 17
2024
Q1 		$14.6M Buy
72,874
+27,697
+61% +$5M 0.9% 15
2023
Q4 		$7.68M Buy
45,177
+11,919
+36% +$1.81M 0.73% 24
2023
Q3 		$4.82M Buy
+33,258
New +$4.99M 0.62% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NEOS Investment Management's JPM Position: Q2 2026 in Review

NEOS Investment Management increased its JPMorgan Chase (JPM) stake by 9.1% in Q2 2026, buying an estimated $11.3M and bringing the position to 438,527 shares worth $144M. The position accounts for 0.53% of the portfolio, ranked #37.

NEOS Investment Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NEOS Investment Management held 438,527 shares of JPMorgan Chase worth $144M as of Q2 2026.
  • NEOS Investment Management bought 36,477 JPMorgan Chase shares in Q2 2026, an estimated $11.3M.
  • JPMorgan Chase made up 0.53% of NEOS Investment Management's portfolio in Q2 2026, its #37 holding.
  • NEOS Investment Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.