JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

NEW YORK LIFE INVESTMENT MANAGEMENT LLC's Holding History (CIK: 0001133639)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 373,315 Value ($000) $120,290 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 373,446 Value ($000) $117,796 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 378,045 Value ($000) $109,599 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 374,020 Value ($000) $91,747 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 377,866 Value ($000) $90,578 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 379,281 Value ($000) $79,975 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 394,242 Value ($000) $79,739 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 394,757 Value ($000) $79,070 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 410,089 Value ($000) $69,756 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 415,293 Value ($000) $60,226 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 415,357 Value ($000) $60,410 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 416,605 Value ($000) $54,288 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 415,597 Value ($000) $55,732 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 415,176 Value ($000) $43,388 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 414,608 Value ($000) $46,689 Avg Close $113.02 Range $101.22 - $124.46
Q3 2015
Shares 5,184 Value ($000) $316 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 4,897 Value ($000) $332 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 5,708 Value ($000) $346 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 3,902 Value ($000) $244 Avg Close $44.70 Range $40.31 - $47.17