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JPM
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Position history for NEOS Investment Management LLC's holdings in JPMORGAN CHASE & CO

NEOS Investment Management LLC holds 402,050 shares of JPM (JPMORGAN CHASE & CO), worth $118.3M as of 2026-Q1. The position was increased (+11.6% shares). JPM represents 0.6% of NEOS Investment Management LLC's portfolio.

Current Value

$118.3M

Current Shares

402,050

Total Value Change

+$98.6M

Total Shares Change

+304,760

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
402,050
+11.6%
$118.3M0.6%$300.26
47
2025-Q4
Increased
360,315
+17.1%
$116.1M0.7%$321.97
49
2025-Q3
Increased
307,760
+34.9%
$97.1M0.7%$312.75
55
2025-Q2
Increased
228,111
+21.1%
$66.1M0.8%$283.07
50
2025-Q1
Increased
188,429
+23.9%
$46.2M0.9%$237.97
50
2024-Q4
Increased
152,130
+24.2%
$36.5M0.9%$233.31
50
2024-Q3
Increased
122,462
+25.9%
$25.8M0.8%$203.96
50
2024-Q2
Increased
97,290
+33.5%
$19.7M0.8%$194.90
51

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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