Neuberger Berman Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.32B | Sell |
7,886,541
-327,973
| -4% | -$99.5M | 1.76% | 7 |
|
|
2025
Q4 | $2.65B | Sell |
8,214,514
-554,872
| -6% | -$172M | 1.97% | 7 |
|
|
2025
Q3 | $2.77B | Sell |
8,769,386
-278,413
| -3% | -$82.8M | 2.02% | 5 |
|
|
2025
Q2 | $2.62B | Buy |
9,047,799
+204,523
| +2% | +$52.2M | 2.02% | 5 |
|
|
2025
Q1 | $2.17B | Sell |
8,843,276
-267,344
| -3% | -$68.2M | 1.82% | 5 |
|
|
2024
Q4 | $2.18B | Sell |
9,110,620
-544,238
| -6% | -$127M | 1.73% | 5 |
|
|
2024
Q3 | $2.04B | Sell |
9,654,858
-276,398
| -3% | -$58.2M | 1.59% | 5 |
|
|
2024
Q2 | $2.01B | Sell |
9,931,256
-289,469
| -3% | -$56.6M | 1.65% | 5 |
|
|
2024
Q1 | $2.05B | Sell |
10,220,725
-158,486
| -2% | -$28.6M | 1.69% | 5 |
|
|
2023
Q4 | $1.77B | Sell |
10,379,211
-1,898,973
| -15% | -$288M | 1.54% | 4 |
|
|
2023
Q3 | $1.78B | Sell |
12,278,184
-471,245
| -4% | -$70.6M | 1.62% | 4 |
|
|
2023
Q2 | $1.85B | Sell |
12,749,429
-170,020
| -1% | -$23.4M | 1.66% | 4 |
|
|
2023
Q1 | $1.68B | Sell |
12,919,449
-291,279
| -2% | -$39.9M | 1.56% | 3 |
|
|
2022
Q4 | $1.77B | Buy |
13,210,728
+961,065
| +8% | +$122M | 1.74% | 3 |
|
|
2022
Q3 | $1.28B | Sell |
12,249,663
-771,993
| -6% | -$88.6M | 1.34% | 5 |
|
|
2022
Q2 | $1.47B | Buy |
13,021,656
+261,529
| +2% | +$32.4M | 1.47% | 3 |
|
|
2022
Q1 | $1.74B | Buy |
12,760,127
+138,767
| +1% | +$20.5M | 1.47% | 4 |
|
|
2021
Q4 | $1.99B | Buy |
12,621,360
+934,137
| +8% | +$153M | 1.56% | 4 |
|
|
2021
Q3 | $1.9B | Buy |
11,687,223
+309,138
| +3% | +$48.5M | 1.66% | 4 |
|
|
2021
Q2 | $1.76B | Buy |
11,378,085
+618,563
| +6% | +$97.1M | 1.54% | 4 |
|
|
2021
Q1 | $1.64B | Buy |
10,759,522
+4,741
| +0% | +$682K | 1.56% | 4 |
|
|
2020
Q4 | $1.37B | Sell |
10,754,781
-375,127
| -3% | -$41.9M | 1.42% | 4 |
|
|
2020
Q3 | $1.07B | Sell |
11,129,908
-127,596
| -1% | -$12.5M | 1.27% | 4 |
|
|
2020
Q2 | $1.06B | Buy |
11,257,504
+330,733
| +3% | +$31.4M | 1.32% | 5 |
|
|
2020
Q1 | $984M | Sell |
10,926,771
-794,231
| -7% | -$96.5M | 1.5% | 5 |
|
|
2019
Q4 | $1.63B | Sell |
11,721,002
-1,085,853
| -8% | -$139M | 1.91% | 2 |
|
|
2019
Q3 | $1.51B | Sell |
12,806,855
-287,777
| -2% | -$32.6M | 1.84% | 2 |
|
|
2019
Q2 | $1.46B | Sell |
13,094,632
-900,048
| -6% | -$99.2M | 1.75% | 2 |
|
|
2019
Q1 | $1.42B | Sell |
13,994,680
-412,212
| -3% | -$42.5M | 1.74% | 2 |
|
|
2018
Q4 | $1.41B | Sell |
14,406,892
-383,020
| -3% | -$40.8M | 1.96% | 1 |
|
|
2018
Q3 | $1.67B | Sell |
14,789,912
-38,391
| -0.3% | -$4.36M | 1.89% | 1 |
|
|
2018
Q2 | $1.54B | Sell |
14,828,303
-76,476
| -0.5% | -$8.39M | 1.71% | 1 |
|
|
2018
Q1 | $1.64B | Sell |
14,904,779
-572,399
| -4% | -$64.8M | 1.87% | 1 |
|
|
2017
Q4 | $1.65B | Sell |
15,477,178
-160,658
| -1% | -$16.3M | 1.9% | 1 |
|
|
2017
Q3 | $1.49B | Sell |
15,637,836
-253,093
| -2% | -$23.3M | 1.87% | 1 |
|
|
2017
Q2 | $1.45B | Sell |
15,890,929
-197,228
| -1% | -$17M | 1.87% | 1 |
|
|
2017
Q1 | $1.41B | Sell |
16,088,157
-523,168
| -3% | -$46.2M | 1.82% | 1 |
|
|
2016
Q4 | $1.43B | Sell |
16,611,325
-610,273
| -4% | -$46.5M | 1.93% | 1 |
|
|
2016
Q3 | $1.15B | Sell |
17,221,598
-226,150
| -1% | -$14.7M | 1.56% | 1 |
|
|
2016
Q2 | $1.08B | Sell |
17,447,748
-1,311,272
| -7% | -$81.9M | 1.49% | 1 |
|
|
2016
Q1 | $1.11B | Buy |
18,759,020
+685,723
| +4% | +$40M | 1.53% | 1 |
|
|
2015
Q4 | $1.19B | Sell |
18,073,297
-502,198
| -3% | -$32.7M | 1.56% | 1 |
|
|
2015
Q3 | $1.13B | Sell |
18,575,495
-517,049
| -3% | -$33.9M | 1.46% | 1 |
|
|
2015
Q2 | $1.29B | Buy |
19,092,544
+1,056,745
| +6% | +$69M | 1.44% | 1 |
|
|
2015
Q1 | $1.09B | Buy |
18,035,799
+1,747,344
| +11% | +$103M | 1.17% | 2 |
|
|
2014
Q4 | $1.02B | Buy |
16,288,455
+729,539
| +5% | +$43.9M | 1.06% | 4 |
|
|
2014
Q3 | $937M | Sell |
15,558,916
-147,691
| -0.9% | -$8.63M | 0.96% | 7 |
|
|
2014
Q2 | $905M | Sell |
15,706,607
-3,800,431
| -19% | -$214M | 0.88% | 10 |
|
|
2014
Q1 | $1.18B | Buy |
19,507,038
+1,466,547
| +8% | +$84.8M | 1.2% | 2 |
|
|
2013
Q4 | $1.06B | Buy |
18,040,491
+4,649,969
| +35% | +$255M | 1.08% | 5 |
|
|
2013
Q3 | $692M | Buy |
13,390,522
+2,202,452
| +20% | +$118M | 0.77% | 11 |
|
|
2013
Q2 | $591M | Buy |
+11,188,070
| New | +$569M | 0.7% | 14 |
|
Other funds holding JPM
VCM
VPM
Neuberger Berman Group's JPM Position: Q1 2026 in Review
Neuberger Berman Group reduced its JPMorgan Chase (JPM) stake by 4% in Q1 2026, selling an estimated $99.5M and leaving 7,886,541 shares worth $2.32B. The position accounts for 1.76% of the portfolio, ranked #7.
Neuberger Berman Group first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.77B in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Neuberger Berman Group held 7,886,541 shares of JPMorgan Chase worth $2.32B as of Q1 2026.
- Neuberger Berman Group sold 327,973 JPMorgan Chase shares in Q1 2026, an estimated $99.5M.
- JPMorgan Chase made up 1.76% of Neuberger Berman Group's portfolio in Q1 2026, its #7 holding.
- Neuberger Berman Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Neuberger Berman Group's JPMorgan Chase position peaked at $2.77B in Q3 2025.
- 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.