New York Life Investment Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1133639 New York, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$122,193,925

+$11,991,000 QoQ

Shares Held

373,305

-0.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#366

of 5,058 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

New York Life Investment Management LLC holds $260,828,949 across 5 Banks - Diversified names. JPM ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	373,305	$122,193,925
2	BAC	Bank Of America Corp /De/	971,595	$55,361,483
3	WFC	Wells Fargo & Company/Mn	426,339	$35,232,654
4	C	Citigroup Inc	237,658	$33,262,613
5	BNY	Bank of New York Mellon Corp	102,194	$14,778,274

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,193,925	373,305	-0.4%	Shares	Sole	2026-08-10
2026-03-31	$110,202,925	374,636	+0.4%	Shares	Sole	2026-05-07
2025-12-31	$120,289,559	373,315	-0.0%	Shares	Sole	2026-02-05
2025-09-30	$117,796,071	373,446	-1.2%	Shares	Sole	2025-11-06
2025-06-30	$109,599,025	378,045	+1.1%	Shares	Sole	2025-08-01
2025-03-31	$91,747,106	374,020	-1.0%	Shares	Sole	2025-05-08
2024-12-31	$90,578,258	377,866	-0.4%	Shares	Sole	2025-02-05
2024-09-30	$79,975,191	379,281	-3.8%	Shares	Sole	2024-11-07
2024-06-30	$79,739,386	394,242	-0.1%	Shares	Sole	2024-08-05
2024-03-31	$79,069,826	394,757	-3.7%	Shares	Sole	2024-05-06
2023-12-31	$69,756,138	410,089	-1.3%	Shares	Sole	2024-02-06
2023-09-30	$60,225,790	415,293	-0.0%	Shares	Sole	2023-11-08
2023-06-30	$60,409,521	415,357	-0.3%	Shares	Sole	2023-08-07
2023-03-31	$54,287,797	416,605	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$55,731,557	415,597	+0.1%	Shares	Sole	2023-02-10
2022-09-30	$43,385,892	415,176	+0.1%	Shares	Sole	2022-11-10
2022-06-30	$46,689,006	414,608	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.