NEUBERGER BERMAN GROUP LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1465109 NEW YORK, NY

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,610,783,097

+$290,878,198 QoQ

Shares Held

7,975,997

+1.1% QoQ

Ownership

0.300%

of shares outstanding

% of Portfolio

1.84%

of 13F equity value

Holder Rank

#36

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

NEUBERGER BERMAN GROUP LLC holds $3,891,186,713 across 19 Banks - Diversified names. JPM ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,975,997	$2,610,783,097
2	BAC	Bank Of America Corp /De/	6,976,270	$397,507,864
3	WFC	Wells Fargo & Company/Mn	3,214,004	$265,605,289
4	C	Citigroup Inc	1,260,451	$176,412,721
5	TD	Toronto Dominion Bank	629,309	$76,416,991
6	RY	Royal Bank Of Canada	364,198	$75,378,060
7	BNS	Bank Of Nova Scotia	642,680	$55,810,331
8	CM	Canadian Imperial Bank Of Commerce /Can/	480,915	$55,305,225

All Filings in JPM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,610,783,097	7,975,997	+1.1%	Shares	Defined	2026-08-13
2026-03-31	$2,319,904,899	7,886,541	-4.0%	Shares	Defined	2026-05-14
2025-12-31	$2,646,880,700	8,214,514	-6.3%	Shares	Defined	2026-02-13
2025-09-30	$2,766,127,425	8,769,386	-3.1%	Shares	Defined	2025-11-12
2025-06-30	$2,623,047,407	9,047,799	+2.3%	Shares	Defined	2025-08-25
2025-03-31	$2,169,255,602	8,843,276	-2.9%	Shares	Defined	2025-05-13
2024-12-31	$2,183,906,719	9,110,620	-5.6%	Shares	Defined	2025-02-13
2024-09-30	$2,035,823,357	9,654,858	-2.8%	Shares	Defined	2024-11-14
2024-06-30	$2,008,695,838	9,931,256	-2.8%	Shares	Defined	2024-11-14
2024-03-31	$2,047,211,216	10,220,725	-1.5%	Shares	Defined	2024-11-14
2023-12-31	$1,765,503,790	10,379,211	-15.5%	Shares	Defined	2024-11-14
2023-09-30	$1,780,582,243	12,278,184	-3.7%	Shares	Defined	2023-11-14
2023-06-30	$1,854,276,953	12,749,429	-1.3%	Shares	Defined	2023-08-11
2023-03-31	$1,683,533,398	12,919,449	-2.2%	Shares	Defined	2023-05-12
2022-12-31	$1,771,558,624	13,210,728	+7.8%	Shares	Defined	2023-02-13
2022-09-30	$1,280,089,783	12,249,663	-5.9%	Shares	Defined	2022-11-15
2022-06-30	$1,466,368,682	13,021,656	+2.0%	Shares	Defined	2022-08-15
2022-03-31	$1,739,460,511	12,760,127	+1.1%	Shares	Defined	2022-05-23
2021-12-31	$1,998,592,355	12,621,360	+8.0%	Shares	Defined	2022-02-11
2021-09-30	$1,913,081,532	11,687,223	+2.7%	Shares	Defined	2021-11-12
2021-06-30	$1,769,747,340	11,378,085	+5.7%	Shares	Defined	2021-08-13
2021-03-31	$1,637,922,033	10,759,522	+0.0%	Shares	Defined	2021-05-13
2020-12-31	$1,366,610,021	10,754,781	-3.4%	Shares	Defined	2021-02-10
2020-09-30	$1,071,476,242	11,129,908	-1.1%	Shares	Defined	2020-11-12
2020-06-30	$1,058,880,826	11,257,504	+3.0%	Shares	Defined	2020-08-13
2020-03-31	$983,737,192	10,926,771	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.