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New York Life Trust’s JPMorgan Chase JPM Stock Holding History

New York Life Trust’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
2017
Q1 		$33K Sell
371
-4,643
-93% -$410K 1.61% 6
2016
Q4 		$433K Sell
5,014
-243
-5% -$18.5K 2.06% 3
2016
Q3 		$350K Sell
5,257
-189
-3% -$12.3K 1.73% 7
2016
Q2 		$338K Sell
5,446
-868
-14% -$54.2K 1.64% 9
2016
Q1 		$374K Sell
6,314
-17
-0.3% -$993 1.62% 8
2015
Q4 		$418K Sell
6,331
-164
-3% -$10.7K 1.79% 6
2015
Q3 		$396K Buy
6,495
+33
+0.5% +$2.16K 1.76% 6
2015
Q2 		$438K Sell
6,462
-434
-6% -$28.3K 1.82% 5
2015
Q1 		$418K Sell
6,896
-86
-1% -$5.09K 1.66% 6
2014
Q4 		$437K Buy
6,982
+25
+0.4% +$1.5K 1.72% 6
2014
Q3 		$419K Sell
6,957
-32
-0.5% -$1.87K 1.73% 6
2014
Q2 		$403K Buy
6,989
+351
+5% +$19.7K 1.7% 6
2014
Q1 		$403K Buy
6,638
+43
+0.7% +$2.48K 1.78% 6
2013
Q4 		$386K Sell
6,595
-136
-2% -$7.45K 1.76% 6
2013
Q3 		$348K Sell
6,731
-725
-10% -$38.9K 1.75% 6
2013
Q2 		$394K Buy
+7,456
New +$379K 1.81% 8

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

New York Life Trust's JPM Position: Q1 2017 in Review

New York Life Trust reduced its JPMorgan Chase (JPM) stake by 93% in Q1 2017, selling an estimated $410K and leaving 371 shares worth $33K. The position accounts for 1.61% of the portfolio, ranked #6.

New York Life Trust first reported a position in JPM in Q2 2013 and has held it in 16 quarters since. The position peaked at $438K in Q2 2015. 2,150 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • New York Life Trust held 371 shares of JPMorgan Chase worth $33K as of Q1 2017.
  • New York Life Trust sold 4,643 JPMorgan Chase shares in Q1 2017, an estimated $410K.
  • JPMorgan Chase made up 1.61% of New York Life Trust's portfolio in Q1 2017, its #6 holding.
  • New York Life Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 16 quarters since.
  • New York Life Trust's JPMorgan Chase position peaked at $438K in Q2 2015.
  • 2,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.