CAM
Cypress Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
59,873
+635
| +1% | +$184K | 4.18% | 6 |
|
|
2025
Q1 | $14.5M | Sell |
59,238
-291
| -0.5% | -$71.4K | 3.89% | 5 |
|
|
2024
Q4 | $14.6M | Sell |
59,529
-1,374
| -2% | -$337K | 3.63% | 7 |
|
|
2024
Q3 | $12.8M | Buy |
60,903
+1,095
| +2% | +$231K | 3.2% | 5 |
|
|
2024
Q2 | $12.4M | Sell |
59,808
-853
| -1% | -$177K | 3.19% | 6 |
|
|
2024
Q1 | $12.4M | Sell |
60,661
-1,103
| -2% | -$226K | 3.37% | 5 |
|
|
2023
Q4 | $10.5M | Sell |
61,764
-343
| -0.6% | -$58.3K | 3.16% | 5 |
|
|
2023
Q3 | $8.99M | Buy |
62,107
+1,576
| +3% | +$228K | 3.01% | 6 |
|
|
2023
Q2 | $8.84M | Sell |
60,531
-1,271
| -2% | -$186K | 2.85% | 5 |
|
|
2023
Q1 | $8.05M | Sell |
61,802
-842
| -1% | -$110K | 2.78% | 4 |
|
|
2022
Q4 | $8.41M | Sell |
62,644
-1,955
| -3% | -$262K | 3.05% | 4 |
|
|
2022
Q3 | $6.75M | Sell |
64,599
-700
| -1% | -$73.2K | 2.58% | 7 |
|
|
2022
Q2 | $7.35M | Sell |
65,299
-1,030
| -2% | -$116K | 2.63% | 6 |
|
|
2022
Q1 | $9.04M | Sell |
66,329
-8,264
| -11% | -$1.13M | 2.65% | 6 |
|
|
2021
Q4 | $11.8M | Sell |
74,593
-1,034
| -1% | -$164K | 2.81% | 6 |
|
|
2021
Q3 | $12.4M | Buy |
75,627
+229
| +0.3% | +$37.5K | 3.21% | 4 |
|
|
2021
Q2 | $11.7M | Buy |
75,398
+520
| +0.7% | +$80.9K | 3.01% | 4 |
|
|
2021
Q1 | $11.4M | Sell |
74,878
-732
| -1% | -$111K | 3.16% | 4 |
|
|
2020
Q4 | $9.61M | Sell |
75,610
-635
| -0.8% | -$80.7K | 2.68% | 6 |
|
|
2020
Q3 | $7.34M | Sell |
76,245
-1,033
| -1% | -$99.4K | 2.29% | 9 |
|
|
2020
Q2 | $7.27M | Buy |
77,278
+1,721
| +2% | +$162K | 2.42% | 7 |
|
|
2020
Q1 | $6.8M | Sell |
75,557
-44
| -0.1% | -$3.96K | 2.94% | 5 |
|
|
2019
Q4 | $10.5M | Sell |
75,601
-5,498
| -7% | -$766K | 3.59% | 2 |
|
|
2019
Q3 | $9.55M | Sell |
81,099
-821
| -1% | -$96.6K | 3.31% | 2 |
|
|
2019
Q2 | $9.16M | Sell |
81,920
-3,945
| -5% | -$441K | 3.13% | 3 |
|
|
2019
Q1 | $8.69M | Sell |
85,865
-3,275
| -4% | -$332K | 2.96% | 3 |
|
|
2018
Q4 | $8.7M | Buy |
89,140
+2,745
| +3% | +$268K | 3.25% | 2 |
|
|
2018
Q3 | $9.75M | Sell |
86,395
-5,310
| -6% | -$599K | 2.86% | 3 |
|
|
2018
Q2 | $9.56M | Buy |
91,705
+3,508
| +4% | +$366K | 2.83% | 2 |
|
|
2018
Q1 | $9.7M | Sell |
88,197
-38,119
| -30% | -$4.19M | 2.84% | 2 |
|
|
2017
Q4 | $13.5M | Sell |
126,316
-5,445
| -4% | -$582K | 2.91% | 2 |
|
|
2017
Q3 | $12.6M | Sell |
131,761
-13,899
| -10% | -$1.33M | 2.71% | 4 |
|
|
2017
Q2 | $13.3M | Sell |
145,660
-10,009
| -6% | -$915K | 2.73% | 4 |
|
|
2017
Q1 | $13.7M | Sell |
155,669
-2,097
| -1% | -$184K | 2.61% | 4 |
|
|
2016
Q4 | $13.6M | Sell |
157,766
-268
| -0.2% | -$23.1K | 2.61% | 4 |
|
|
2016
Q3 | $10.5M | Sell |
158,034
-600
| -0.4% | -$40K | 2.1% | 10 |
|
|
2016
Q2 | $9.86M | Sell |
158,634
-8,250
| -5% | -$513K | 1.96% | 11 |
|
|
2016
Q1 | $9.88M | Sell |
166,884
-1,993
| -1% | -$118K | 2.01% | 11 |
|
|
2015
Q4 | $11.2M | Sell |
168,877
-850
| -0.5% | -$56.1K | 2.24% | 10 |
|
|
2015
Q3 | $10.3M | Sell |
169,727
-500
| -0.3% | -$30.5K | 2.18% | 9 |
|
|
2015
Q2 | $11.5M | Buy |
170,227
+275
| +0.2% | +$18.6K | 2.17% | 9 |
|
|
2015
Q1 | $10.3M | Sell |
169,952
-4,637
| -3% | -$281K | 1.92% | 13 |
|
|
2014
Q4 | $10.9M | Buy |
174,589
+3,736
| +2% | +$234K | 2.01% | 11 |
|
|
2014
Q3 | $10.3M | Sell |
170,853
-3,409
| -2% | -$205K | 1.86% | 13 |
|
|
2014
Q2 | $10M | Sell |
174,262
-7,164
| -4% | -$413K | 1.73% | 15 |
|
|
2014
Q1 | $11M | Sell |
181,426
-2,999
| -2% | -$182K | 2% | 12 |
|
|
2013
Q4 | $10.8M | Sell |
184,425
-119
| -0.1% | -$6.96K | 1.88% | 14 |
|
|
2013
Q3 | $9.54M | Sell |
184,544
-2,206
| -1% | -$114K | 1.77% | 18 |
|
|
2013
Q2 | $9.86M | Buy |
+186,750
| New | +$9.86M | 1.83% | 14 |
|