JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1465109
As of 2026-06-30, NEUBERGER BERMAN GROUP LLC reported 7.98M JPM (shares), valued at $2.61B, or 1.74% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 1.13%; reported value increased 12.59%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.74% | 7,975,997 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 1.77% | 7,886,541 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 1.97% | 8,214,514 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 2.02% | 8,769,386 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 2.02% | 9,047,799 | SEC filing ↗Filed Aug 25, 2025Amended |
| Q1 2025 | 1.82% | 8,843,276 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.73% | 9,110,620 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.59% | 9,654,858 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.65% | 9,931,256 | SEC filing ↗Filed Nov 14, 2024Amended |
| Q1 2024 | 1.69% | 10,220,725 | SEC filing ↗Filed Nov 14, 2024Amended |
| Q4 2023 | 1.54% | 10,379,211 | SEC filing ↗Filed Nov 14, 2024Amended |
| Q3 2023 | 1.62% | 12,278,184 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.62% | 12,278,184 | $1.78B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.54% | 10,379,211 | $1.77B | Shares decreased 15.47%; reported value decreased 0.87%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q1 2024 | 1.69% | 10,220,725 | $2.05B | Shares decreased 1.53%; reported value increased 15.95%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q2 2024 | 1.65% | 9,931,256 | $2.01B | Shares decreased 2.83%; reported value decreased 1.90%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q3 2024 | 1.59% | 9,654,858 | $2.04B | Shares decreased 2.78%; reported value increased 1.37%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.73% | 9,110,620 | $2.18B | Shares decreased 5.64%; reported value increased 7.27%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.82% | 8,843,276 | $2.17B | Shares decreased 2.93%; reported value decreased 0.70%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 2.02% | 9,047,799 | $2.62B | Shares increased 2.31%; reported value increased 20.95%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 25, 2025 |
| Q3 2025 | 2.02% | 8,769,386 | $2.77B | Shares decreased 3.08%; reported value increased 5.47%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 1.97% | 8,214,514 | $2.65B | Shares decreased 6.33%; reported value decreased 4.31%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.77% | 7,886,541 | $2.32B | Shares decreased 3.99%; reported value decreased 12.39%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 1.74% | 7,975,997 | $2.61B | Shares increased 1.13%; reported value increased 12.59%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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