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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$110M Buy
2025
Q1
$91.7M Sell
2024
Q4
$90.6M Sell
2024
Q3
$80M Sell
2024
Q2
$79.7M Sell
2024
Q1
$79.1M Sell
2023
Q4
$69.8M Sell
2023
Q3
$60.2M Sell
2023
Q2
$60.4M Sell
2023
Q1
$54.3M Buy
2022
Q4
$55.7M Buy
2022
Q3
$43.4M Buy
2022
Q2
$46.7M Buy
2015
Q4
Sell
2015
Q3
$316K Buy
2015
Q2
$332K Sell
2015
Q1
$346K Buy
2014
Q4
$244K Buy