Number of Shares
86,551.00
Current Holdings Value*
$21.23 Mil
% of Portfolio
2.32%
Total Estimate Gain
$21.53 Mil
% of Total Estimate Gain
132.29%

NYLI VP Epoch U.S. Equity Yield Portfolio's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, NYLI VP Epoch U.S. Equity Yield Portfolio held 86,551.00 shares of JPMorgan Chase & Co(JPM), totaling $21.23 Mil. This investment constitutes 2.32% of their stock portfolio, and NYLI VP Epoch U.S. Equity Yield Portfolio now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2020Q2. And since then NYLI VP Epoch U.S. Equity Yield Portfolio has made 8 purchases of JPM, at an average price of $106.92, for a total of 152,189.00 shares. In addition, there have been 9 sales at an average price of $191.77 for 65,638.00 shares. Based on historical transaction data and JPM's current price of $291.27, NYLI VP Epoch U.S. Equity Yield Portfolio's estimated gain on his JPM holdings is $21.53 Mil, reflecting a 132.29% gain to date.

NYLI VP Epoch U.S. Equity Yield Portfolio JPM ($291.27) Holding Chart

NYLI VP Epoch U.S. Equity Yield Portfolio 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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