NEOS Investment Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2001019 Westport, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$143,543,042

+$25,276,014 QoQ

Shares Held

438,527

+9.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#328

of 5,058 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NEOS Investment Management LLC holds $302,796,972 across 5 Banks - Diversified names. JPM ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	438,527	$143,543,042
2	BAC	Bank Of America Corp /De/	1,077,175	$61,377,431
3	WFC	Wells Fargo & Company/Mn	507,034	$41,901,289
4	C	Citigroup Inc	285,207	$39,917,571
5	BNY	Bank of New York Mellon Corp	111,041	$16,057,639

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,543,042	438,527	+9.1%	Shares	Sole	2026-08-11
2026-03-31	$118,267,028	402,050	+11.6%	Shares	Sole	2026-05-15
2025-12-31	$116,100,699	360,315	+17.1%	Shares	Sole	2026-02-17
2025-09-30	$97,076,735	307,760	+34.9%	Shares	Sole	2025-11-07
2025-06-30	$66,131,659	228,111	+21.1%	Shares	Other	2025-08-13
2025-03-31	$46,221,633	188,429	+23.9%	Shares	Sole	2025-05-15
2024-12-31	$36,467,082	152,130	+24.2%	Shares	Sole	2025-02-12
2024-09-30	$25,822,337	122,462	+25.9%	Shares	Sole	2024-11-13
2024-06-30	$19,677,875	97,290	+33.5%	Shares	Sole	2024-08-14
2024-03-31	$14,596,662	72,874	+61.3%	Shares	Sole	2024-05-13
2023-12-31	$7,684,607	45,177	+35.8%	Shares	Sole	2024-02-13
2023-09-30	$4,823,074	33,258	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.