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JPMORGAN CHASE & CO: NEO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on NEO, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 581,091 NEO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 581,091 shares
    Change vs previous 13F -24,572 shares

    <0.01% of the 13F portfolio, value $8,363,938.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    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/A 605,663 shares
    Change vs previous 13F +21,628 shares

    <0.01% of the 13F portfolio, value $4,360,774.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    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 584,035 shares
    Change vs previous 13F -234,399 shares

    <0.01% of the 13F portfolio, value $6,868,251.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    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/A 818,434 shares
    Change vs previous 13F +351,233 shares

    <0.01% of the 13F portfolio, value $6,318,311.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    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 467,201 shares
    Change vs previous 13F +179,658 shares

    <0.01% of the 13F portfolio, value $3,415,240.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    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 287,543 shares
    Change vs previous 13F -319,789 shares

    <0.01% of the 13F portfolio, value $2,728,784.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    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 607,332 shares
    Change vs previous 13F +167,985 shares

    <0.01% of the 13F portfolio, value $10,008,831.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    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/A 439,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,480,369.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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