New York Life Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Buy |
378,045
+4,025
| +1% | +$1.17M | 1.03% | 19 |
|
|
2025
Q1 | $91.7M | Sell |
374,020
-3,846
| -1% | -$943K | 0.93% | 21 |
|
|
2024
Q4 | $90.6M | Sell |
377,866
-1,415
| -0.4% | -$339K | 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% | -$104K | 0.8% | 22 |
|
|
2024
Q1 | $79.1M | Sell |
394,757
-15,332
| -4% | -$3.07M | 0.79% | 24 |
|
|
2023
Q4 | $69.8M | Sell |
410,089
-5,204
| -1% | -$885K | 0.71% | 27 |
|
|
2023
Q3 | $60.2M | Sell |
415,293
-64
| -0% | -$9.28K | 0.65% | 28 |
|
|
2023
Q2 | $60.4M | Sell |
415,357
-1,248
| -0.3% | -$182K | 0.63% | 28 |
|
|
2023
Q1 | $54.3M | Buy |
416,605
+1,008
| +0.2% | +$131K | 0.6% | 27 |
|
|
2022
Q4 | $55.7M | Buy |
415,597
+421
| +0.1% | +$56.5K | 0.64% | 24 |
|
|
2022
Q3 | $43.4M | Buy |
415,176
+568
| +0.1% | +$59.4K | 0.52% | 32 |
|
|
2022
Q2 | $46.7M | Buy |
+414,608
| New | +$46.7M | 0.54% | 31 |
|
|
2015
Q4 | – | Sell |
-5,184
| Closed | -$316K | – | 135 |
|
|
2015
Q3 | $316K | Buy |
5,184
+287
| +6% | +$17.5K | 0.03% | 161 |
|
|
2015
Q2 | $332K | Sell |
4,897
-811
| -14% | -$55K | 0.04% | 152 |
|
|
2015
Q1 | $346K | Buy |
5,708
+1,806
| +46% | +$109K | 0.04% | 145 |
|
|
2014
Q4 | $244K | Buy |
+3,902
| New | +$244K | 0.03% | 170 |
|