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Disclosery

NEOS Investment Management LLC: JPM position timeline

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

NEOS Investment Management LLC held 438,527 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 438,527 shares
    Change vs previous 13F +36,477 shares

    0.53% of the 13F portfolio, value $143,543,043.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management LLC
    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 402,050 shares
    Change vs previous 13F +41,735 shares

    0.6% of the 13F portfolio, value $118,267,028.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 360,315 shares
    Change vs previous 13F +52,555 shares

    0.67% of the 13F portfolio, value $116,100,699.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management LLC
    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 307,760 shares
    Change vs previous 13F +79,649 shares

    0.73% of the 13F portfolio, value $97,076,737.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management LLC
    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 228,111 shares
    Change vs previous 13F +39,682 shares

    0.82% of the 13F portfolio, value $66,131,660.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management LLC
    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 188,429 shares
    Change vs previous 13F +36,299 shares

    0.88% of the 13F portfolio, value $46,221,634.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 152,130 shares
    Change vs previous 13F +29,668 shares

    0.86% of the 13F portfolio, value $36,467,082.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management LLC
    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 122,462 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $25,822,337.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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