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Disclosery

Neo Ivy Capital Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Neo Ivy Capital Management on JPM, newest first. How the timeline and the estimate are built.

Neo Ivy Capital Management held 271 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $88,706.

    13F-HR 0001727783-26-000006 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,153 shares

    13F-HR 0001727783-26-000005 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 5,153 shares
    Change vs previous 13F +2,505 shares

    0.26% of the 13F portfolio, value $1,660,399.

    13F-HR 0001727783-26-000004 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,648 shares
    Change vs previous 13F +991 shares

    0.2% of the 13F portfolio, value $835,258.

    13F-HR 0001727783-25-000008 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,657 shares
    Change vs previous 13F +1,657 shares

    0.15% of the 13F portfolio, value $480,380.

    13F-HR 0001727783-25-000007 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -7,995 shares

    13F-HR 0001727783-25-000004 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 7,995 shares
    Change vs previous 13F -9,451 shares

    0.39% of the 13F portfolio, value $1,916,000.

    13F-HR 0001727783-25-000003 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,446 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $3,678,000.

    13F-HR 0001727783-24-000006 filed by Neo Ivy Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).