CCG
Cypress Capital Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Buy |
72,687
+3,966
| +6% | +$1.15M | 2.62% | 6 |
|
|
2025
Q1 | $16.9M | Sell |
68,721
-683
| -1% | -$168K | 2.21% | 8 |
|
|
2024
Q4 | $16.6M | Sell |
69,404
-1,360
| -2% | -$326K | 2.04% | 8 |
|
|
2024
Q3 | $14.9M | Buy |
70,764
+486
| +0.7% | +$102K | 1.68% | 11 |
|
|
2024
Q2 | $14.2M | Sell |
70,278
-594
| -0.8% | -$120K | 1.7% | 11 |
|
|
2024
Q1 | $14.2M | Sell |
70,872
-747
| -1% | -$150K | 1.7% | 9 |
|
|
2023
Q4 | $12.2M | Sell |
71,619
-1,389
| -2% | -$236K | 1.58% | 10 |
|
|
2023
Q3 | $10.6M | Buy |
73,008
+306
| +0.4% | +$44.4K | 1.53% | 10 |
|
|
2023
Q2 | $10.6M | Buy |
72,702
+7,447
| +11% | +$1.08M | 1.53% | 9 |
|
|
2023
Q1 | $8.5M | Sell |
65,255
-9,644
| -13% | -$1.26M | 1.31% | 14 |
|
|
2022
Q4 | $10M | Sell |
74,899
-2,234
| -3% | -$300K | 1.52% | 9 |
|
|
2022
Q3 | $8.06M | Sell |
77,133
-5,224
| -6% | -$546K | 1.34% | 14 |
|
|
2022
Q2 | $9.28M | Buy |
82,357
+1
| +0% | +$113 | 1.41% | 12 |
|
|
2022
Q1 | $11.2M | Buy |
82,356
+563
| +0.7% | +$76.7K | 1.38% | 14 |
|
|
2021
Q4 | $13M | Buy |
81,793
+176
| +0.2% | +$27.9K | 1.62% | 11 |
|
|
2021
Q3 | $13.4M | Buy |
81,617
+811
| +1% | +$133K | 1.82% | 11 |
|
|
2021
Q2 | $12.6M | Buy |
80,806
+596
| +0.7% | +$92.7K | 1.7% | 12 |
|
|
2021
Q1 | $12.2M | Buy |
80,210
+1,218
| +2% | +$185K | 1.73% | 12 |
|
|
2020
Q4 | $10M | Buy |
78,992
+2,688
| +4% | +$342K | 1.51% | 16 |
|
|
2020
Q3 | $7.35M | Sell |
76,304
-8,659
| -10% | -$834K | 1.22% | 21 |
|
|
2020
Q2 | $7.99M | Buy |
84,963
+870
| +1% | +$81.8K | 1.46% | 17 |
|
|
2020
Q1 | $7.57M | Sell |
84,093
-2,839
| -3% | -$256K | 1.75% | 15 |
|
|
2019
Q4 | $12.1M | Buy |
86,932
+1,526
| +2% | +$213K | 2.16% | 7 |
|
|
2019
Q3 | $10.1M | Buy |
85,406
+1,481
| +2% | +$174K | 1.94% | 9 |
|
|
2019
Q2 | $9.38M | Buy |
83,925
+3,163
| +4% | +$354K | 1.85% | 12 |
|
|
2019
Q1 | $8.18M | Sell |
80,762
-2,670
| -3% | -$270K | 1.67% | 14 |
|
|
2018
Q4 | $8.15M | Sell |
83,432
-4,814
| -5% | -$470K | 1.87% | 13 |
|
|
2018
Q3 | $9.96M | Buy |
88,246
+1,432
| +2% | +$162K | 1.89% | 9 |
|
|
2018
Q2 | $9.05M | Buy |
86,814
+5,231
| +6% | +$545K | 1.87% | 8 |
|
|
2018
Q1 | $8.97M | Buy |
81,583
+1,990
| +3% | +$219K | 1.88% | 9 |
|
|
2017
Q4 | $8.51M | Sell |
79,593
-4,627
| -5% | -$495K | 1.77% | 9 |
|
|
2017
Q3 | $8.04M | Buy |
84,220
+8,005
| +11% | +$765K | 1.71% | 11 |
|
|
2017
Q2 | $6.97M | Buy |
76,215
+14,723
| +24% | +$1.35M | 1.54% | 17 |
|
|
2017
Q1 | $5.4M | Buy |
61,492
+18,177
| +42% | +$1.6M | 1.26% | 25 |
|
|
2016
Q4 | $3.74M | Buy |
43,315
+14,290
| +49% | +$1.23M | 0.89% | 39 |
|
|
2016
Q3 | $1.93M | Buy |
29,025
+6,531
| +29% | +$435K | 0.46% | 65 |
|
|
2016
Q2 | $1.4M | Buy |
22,494
+865
| +4% | +$53.8K | 0.33% | 77 |
|
|
2016
Q1 | $1.28M | Sell |
21,629
-752
| -3% | -$44.5K | 0.31% | 76 |
|
|
2015
Q4 | $1.48M | Buy |
22,381
+1,475
| +7% | +$97.4K | 0.36% | 75 |
|
|
2015
Q3 | $1.28M | Buy |
20,906
+135
| +0.6% | +$8.23K | 0.31% | 75 |
|
|
2015
Q2 | $1.41M | Hold |
20,771
| – | – | 0.32% | 78 |
|
|
2015
Q1 | $1.26M | Hold |
20,771
| – | – | 0.29% | 82 |
|
|
2014
Q4 | $1.3M | Sell |
20,771
-316
| -1% | -$19.8K | 0.3% | 85 |
|
|
2014
Q3 | $1.27M | Sell |
21,087
-358
| -2% | -$21.6K | 0.3% | 81 |
|
|
2014
Q2 | $1.24M | Sell |
21,445
-650
| -3% | -$37.5K | 0.29% | 85 |
|
|
2014
Q1 | $1.34M | Sell |
22,095
-799
| -3% | -$48.5K | 0.33% | 78 |
|
|
2013
Q4 | $1.34M | Sell |
22,894
-8,737
| -28% | -$511K | 0.33% | 79 |
|
|
2013
Q3 | $1.64M | Sell |
31,631
-14,603
| -32% | -$755K | 0.4% | 71 |
|
|
2013
Q2 | $2.44M | Buy |
+46,234
| New | +$2.44M | 0.51% | 66 |
|