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Disclosery

New York Life Investment Management LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New York Life Investment Management LLC on JPM, newest first. How the timeline and the estimate are built.

New York Life Investment Management LLC held 373,305 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,305 shares
    Change vs previous 13F -1,331 shares

    0.85% of the 13F portfolio, value $122,193,926.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 374,636 shares
    Change vs previous 13F +1,321 shares

    0.93% of the 13F portfolio, value $110,202,926.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 373,315 shares
    Change vs previous 13F -131 shares

    1.04% of the 13F portfolio, value $120,289,559.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 373,446 shares
    Change vs previous 13F -4,599 shares

    1.04% of the 13F portfolio, value $117,796,072.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 378,045 shares
    Change vs previous 13F +4,025 shares

    1.03% of the 13F portfolio, value $109,599,026.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 374,020 shares
    Change vs previous 13F -3,846 shares

    0.93% of the 13F portfolio, value $91,747,106.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 377,866 shares
    Change vs previous 13F -1,415 shares

    0.88% of the 13F portfolio, value $90,578,259.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 379,281 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $79,975,192.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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