Neuberger Berman Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62B | Buy |
9,047,799
+204,523
| +2% | +$59.3M | 2.02% | 5 |
|
|
2025
Q1 | $2.17B | Sell |
8,843,276
-267,344
| -3% | -$65.6M | 1.82% | 5 |
|
|
2024
Q4 | $2.18B | Sell |
9,110,620
-544,238
| -6% | -$130M | 1.73% | 5 |
|
|
2024
Q3 | $2.04B | Sell |
9,654,858
-276,398
| -3% | -$58.3M | 1.59% | 5 |
|
|
2024
Q2 | $2.01B | Sell |
9,931,256
-289,469
| -3% | -$58.5M | 1.65% | 5 |
|
|
2024
Q1 | $2.05B | Sell |
10,220,725
-158,486
| -2% | -$31.7M | 1.69% | 5 |
|
|
2023
Q4 | $1.77B | Sell |
10,379,211
-1,898,973
| -15% | -$323M | 1.54% | 4 |
|
|
2023
Q3 | $1.78B | Sell |
12,278,184
-471,245
| -4% | -$68.4M | 1.62% | 4 |
|
|
2023
Q2 | $1.85B | Sell |
12,749,429
-170,020
| -1% | -$24.7M | 1.66% | 4 |
|
|
2023
Q1 | $1.68B | Sell |
12,919,449
-291,279
| -2% | -$37.9M | 1.56% | 3 |
|
|
2022
Q4 | $1.77B | Buy |
13,210,728
+961,065
| +8% | +$129M | 1.74% | 3 |
|
|
2022
Q3 | $1.28B | Sell |
12,249,663
-771,993
| -6% | -$80.7M | 1.34% | 5 |
|
|
2022
Q2 | $1.47B | Buy |
13,021,656
+261,529
| +2% | +$29.5M | 1.47% | 3 |
|
|
2022
Q1 | $1.74B | Buy |
12,760,127
+138,767
| +1% | +$18.9M | 1.47% | 4 |
|
|
2021
Q4 | $1.99B | Buy |
12,621,360
+934,137
| +8% | +$147M | 1.56% | 4 |
|
|
2021
Q3 | $1.9B | Buy |
11,687,223
+309,138
| +3% | +$50.3M | 1.66% | 4 |
|
|
2021
Q2 | $1.76B | Buy |
11,378,085
+618,563
| +6% | +$95.7M | 1.54% | 4 |
|
|
2021
Q1 | $1.64B | Buy |
10,759,522
+4,741
| +0% | +$721K | 1.56% | 4 |
|
|
2020
Q4 | $1.37B | Sell |
10,754,781
-375,127
| -3% | -$47.6M | 1.42% | 4 |
|
|
2020
Q3 | $1.07B | Sell |
11,129,908
-127,596
| -1% | -$12.3M | 1.27% | 4 |
|
|
2020
Q2 | $1.06B | Buy |
11,257,504
+330,733
| +3% | +$31.1M | 1.32% | 5 |
|
|
2020
Q1 | $984M | Sell |
10,926,771
-794,231
| -7% | -$71.5M | 1.5% | 5 |
|
|
2019
Q4 | $1.63B | Sell |
11,721,002
-1,085,853
| -8% | -$151M | 1.91% | 2 |
|
|
2019
Q3 | $1.51B | Sell |
12,806,855
-287,777
| -2% | -$33.9M | 1.84% | 2 |
|
|
2019
Q2 | $1.46B | Sell |
13,094,632
-900,048
| -6% | -$101M | 1.75% | 2 |
|
|
2019
Q1 | $1.42B | Sell |
13,994,680
-412,212
| -3% | -$41.7M | 1.74% | 2 |
|
|
2018
Q4 | $1.41B | Sell |
14,406,892
-383,020
| -3% | -$37.4M | 1.96% | 1 |
|
|
2018
Q3 | $1.67B | Sell |
14,789,912
-38,391
| -0.3% | -$4.33M | 1.89% | 1 |
|
|
2018
Q2 | $1.54B | Sell |
14,828,303
-76,476
| -0.5% | -$7.97M | 1.71% | 1 |
|
|
2018
Q1 | $1.64B | Sell |
14,904,779
-572,399
| -4% | -$62.9M | 1.87% | 1 |
|
|
2017
Q4 | $1.65B | Sell |
15,477,178
-160,658
| -1% | -$17.2M | 1.9% | 1 |
|
|
2017
Q3 | $1.49B | Sell |
15,637,836
-253,093
| -2% | -$24.2M | 1.87% | 1 |
|
|
2017
Q2 | $1.45B | Sell |
15,890,929
-197,228
| -1% | -$18M | 1.87% | 1 |
|
|
2017
Q1 | $1.41B | Sell |
16,088,157
-523,168
| -3% | -$46M | 1.82% | 1 |
|
|
2016
Q4 | $1.43B | Sell |
16,611,325
-610,273
| -4% | -$52.7M | 1.93% | 1 |
|
|
2016
Q3 | $1.15B | Sell |
17,221,598
-226,150
| -1% | -$15.1M | 1.56% | 1 |
|
|
2016
Q2 | $1.08B | Sell |
17,447,748
-1,311,272
| -7% | -$81.5M | 1.49% | 1 |
|
|
2016
Q1 | $1.11B | Buy |
18,759,020
+685,723
| +4% | +$40.6M | 1.53% | 1 |
|
|
2015
Q4 | $1.19B | Sell |
18,073,297
-502,198
| -3% | -$33.2M | 1.56% | 1 |
|
|
2015
Q3 | $1.13B | Sell |
18,575,495
-517,049
| -3% | -$31.5M | 1.46% | 1 |
|
|
2015
Q2 | $1.29B | Buy |
19,092,544
+1,056,745
| +6% | +$71.6M | 1.44% | 1 |
|
|
2015
Q1 | $1.09B | Buy |
18,035,799
+1,747,344
| +11% | +$106M | 1.17% | 2 |
|
|
2014
Q4 | $1.02B | Buy |
16,288,455
+729,539
| +5% | +$45.7M | 1.06% | 4 |
|
|
2014
Q3 | $937M | Sell |
15,558,916
-147,691
| -0.9% | -$8.9M | 0.96% | 7 |
|
|
2014
Q2 | $905M | Sell |
15,706,607
-3,800,431
| -19% | -$219M | 0.88% | 10 |
|
|
2014
Q1 | $1.18B | Buy |
19,507,038
+1,466,547
| +8% | +$89M | 1.2% | 2 |
|
|
2013
Q4 | $1.06B | Buy |
18,040,491
+4,649,969
| +35% | +$272M | 1.08% | 5 |
|
|
2013
Q3 | $692M | Buy |
13,390,522
+2,202,452
| +20% | +$114M | 0.77% | 11 |
|
|
2013
Q2 | $591M | Buy |
+11,188,070
| New | +$591M | 0.7% | 14 |
|