NYLI Balanced Fund JPM Holdings History
NYLI Balanced Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, NYLI Balanced Fund held 40,638.00 shares of JPMorgan Chase & Co(JPM), totaling $9.94 Mil. This investment constitutes 3.48% of their stock portfolio, and NYLI Balanced Fund now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then NYLI Balanced Fund has made 2 purchases of JPM, at an average price of $159.57, for a total of 78,327.00 shares. In addition, there have been 13 sales at an average price of $173.90 for 37,689.00 shares. Based on historical transaction data and JPM's current price of $296.00, NYLI Balanced Fund's estimated gain on his JPM holdings is $6.08 Mil, reflecting a 48.68% gain to date.
NYLI Balanced Fund JPM ($296.00) Holding Chart
NYLI Balanced Fund JPM ($296.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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