NEW YORK LIFE TRUST CO: JPM position timeline

NEW YORK LIFE TRUST CO held 371 JPM shares at 2017-03-31 per its 13F-HR filed 2017-05-12.

the latest 13F is the newest step

1. period ended2017-03-31

   13F 371 shares

   Change vs previous 13F -4,643 shares

   1.61% of the 13F portfolio, value $33,000.

   13F-HR 0001033244-17-000002 filed by NEW YORK LIFE TRUST CO
   Filed 2017-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2016-12-31

   13F 5,014 shares

   Change vs previous 13F -243 shares

   2.06% of the 13F portfolio, value $433,000.

   13F-HR 0001033244-17-000001 filed by NEW YORK LIFE TRUST CO
   Filed 2017-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2016-09-30

   13F 5,257 shares

   Change vs previous 13F -189 shares

   1.73% of the 13F portfolio, value $350,000.

   13F-HR 0001033244-16-000008 filed by NEW YORK LIFE TRUST CO
   Filed 2016-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2016-06-30

   13F 5,446 shares

   Change vs previous 13F -868 shares

   1.64% of the 13F portfolio, value $338,000.

   13F-HR 0001033244-16-000007 filed by NEW YORK LIFE TRUST CO
   Filed 2016-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2016-03-31

   13F 6,314 shares

   Change vs previous 13F -17 shares

   1.62% of the 13F portfolio, value $374,000.

   13F-HR 0001033244-16-000006 filed by NEW YORK LIFE TRUST CO
   Filed 2016-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2015-12-31

   13F 6,331 shares

   Change vs previous 13F -164 shares

   1.79% of the 13F portfolio, value $418,000.

   13F-HR 0001033244-16-000005 filed by NEW YORK LIFE TRUST CO
   Filed 2016-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2015-09-30

   13F 6,495 shares

   Change vs previous 13F +33 shares

   1.76% of the 13F portfolio, value $396,000.

   13F-HR 0001033244-15-000004 filed by NEW YORK LIFE TRUST CO
   Filed 2015-11-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2015-06-30

   13F 6,462 shares

   Change vs previous 13F not available

   1.82% of the 13F portfolio, value $438,000.

   13F-HR 0001033244-15-000003 filed by NEW YORK LIFE TRUST CO
   Filed 2015-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).