NYLI WMC Value Fund JPM Holdings History
NYLI WMC Value Fund's JPMorgan Chase & Co Holding Summary
As of 2025-04-30, NYLI WMC Value Fund held 147,914.00 shares of JPMorgan Chase & Co(JPM), totaling $36.18 Mil. This investment constitutes 3.97% of their stock portfolio, and NYLI WMC Value Fund now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2021Q4. And since then NYLI WMC Value Fund has made 4 purchases of JPM, at an average price of $158.68, for a total of 276,530.00 shares. In addition, there have been 11 sales at an average price of $183.31 for 128,616.00 shares. Based on historical transaction data and JPM's current price of $291.27, NYLI WMC Value Fund's estimated gain on his JPM holdings is $22.78 Mil, reflecting a 51.92% gain to date.
NYLI WMC Value Fund JPM ($291.27) Holding Chart
NYLI WMC Value Fund JPM ($291.27) 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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