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New York Life Investment Management’s JPMorgan Chase JPM Stock Holding History

New York Life Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$110M Buy
374,636
+1,321
+0.4% +$401K 0.93% 22
2025
Q4 		$120M Sell
373,315
-131
-0% -$40.6K 1.04% 21
2025
Q3 		$118M Sell
373,446
-4,599
-1% -$1.37M 1.04% 19
2025
Q2 		$110M Buy
378,045
+4,025
+1% +$1.03M 1.03% 19
2025
Q1 		$91.7M Sell
374,020
-3,846
-1% -$981K 0.93% 21
2024
Q4 		$90.6M Sell
377,866
-1,415
-0.4% -$330K 0.88% 19
2024
Q3 		$80M Sell
379,281
-14,961
-4% -$3.15M 0.78% 23
2024
Q2 		$79.7M Sell
394,242
-515
-0.1% -$101K 0.8% 22
2024
Q1 		$79.1M Sell
394,757
-15,332
-4% -$2.77M 0.79% 24
2023
Q4 		$69.8M Sell
410,089
-5,204
-1% -$789K 0.71% 27
2023
Q3 		$60.2M Sell
415,293
-64
-0% -$9.59K 0.65% 28
2023
Q2 		$60.4M Sell
415,357
-1,248
-0.3% -$172K 0.63% 28
2023
Q1 		$54.3M Buy
416,605
+1,008
+0.2% +$138K 0.6% 27
2022
Q4 		$55.7M Buy
415,597
+421
+0.1% +$53.3K 0.64% 24
2022
Q3 		$43.4M Buy
415,176
+568
+0.1% +$65.2K 0.52% 32
2022
Q2 		$46.7M Buy
+414,608
New +$51.4M 0.54% 31
2015
Q4 		– Sell
-5,184
Closed -$316K – 135
2015
Q3 		$316K Buy
5,184
+287
+6% +$18.8K 0.03% 161
2015
Q2 		$332K Sell
4,897
-811
-14% -$53K 0.04% 152
2015
Q1 		$346K Buy
5,708
+1,806
+46% +$107K 0.04% 145
2014
Q4 		$244K Buy
+3,902
New +$235K 0.03% 170

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New York Life Investment Management's JPM Position: Q1 2026 in Review

New York Life Investment Management increased its JPMorgan Chase (JPM) stake by 0.35% in Q1 2026, buying an estimated $401K and bringing the position to 374,636 shares worth $110M. The position accounts for 0.93% of the portfolio, ranked #22.

New York Life Investment Management first reported a position in JPM in Q4 2014 and has held it in 20 quarters since. The position peaked at $120M in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • New York Life Investment Management held 374,636 shares of JPMorgan Chase worth $110M as of Q1 2026.
  • New York Life Investment Management bought 1,321 JPMorgan Chase shares in Q1 2026, an estimated $401K.
  • JPMorgan Chase made up 0.93% of New York Life Investment Management's portfolio in Q1 2026, its #22 holding.
  • New York Life Investment Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 20 quarters since.
  • New York Life Investment Management's JPMorgan Chase position peaked at $120M in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.