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Cypress Capital Group’s JPMorgan Chase JPM Stock Holding History

Cypress Capital Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.2M Sell
71,907
-1,137
-2% -$345K 2.38% 8
2025
Q4 		$23.5M Buy
73,044
+515
+0.7% +$159K 2.64% 6
2025
Q3 		$22.9M Sell
72,529
-158
-0.2% -$47K 2.74% 6
2025
Q2 		$21.1M Buy
72,687
+3,966
+6% +$1.01M 2.62% 6
2025
Q1 		$16.9M Sell
68,721
-683
-1% -$174K 2.21% 8
2024
Q4 		$16.6M Sell
69,404
-1,360
-2% -$317K 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% -$116K 1.7% 11
2024
Q1 		$14.2M Sell
70,872
-747
-1% -$135K 1.7% 9
2023
Q4 		$12.2M Sell
71,619
-1,389
-2% -$210K 1.58% 10
2023
Q3 		$10.6M Buy
73,008
+306
+0.4% +$45.9K 1.53% 10
2023
Q2 		$10.6M Buy
72,702
+7,447
+11% +$1.02M 1.53% 9
2023
Q1 		$8.5M Sell
65,255
-9,644
-13% -$1.32M 1.31% 14
2022
Q4 		$10M Sell
74,899
-2,234
-3% -$283K 1.52% 9
2022
Q3 		$8.06M Sell
77,133
-5,224
-6% -$600K 1.34% 14
2022
Q2 		$9.28M Buy
82,357
+1
+0% +$124 1.41% 12
2022
Q1 		$11.2M Buy
82,356
+563
+0.7% +$83.1K 1.38% 14
2021
Q4 		$13M Buy
81,793
+176
+0.2% +$28.9K 1.62% 11
2021
Q3 		$13.4M Buy
81,617
+811
+1% +$127K 1.82% 11
2021
Q2 		$12.6M Buy
80,806
+596
+0.7% +$93.6K 1.7% 12
2021
Q1 		$12.2M Buy
80,210
+1,218
+2% +$175K 1.73% 12
2020
Q4 		$10M Buy
78,992
+2,688
+4% +$300K 1.51% 16
2020
Q3 		$7.34M Sell
76,304
-8,659
-10% -$850K 1.22% 21
2020
Q2 		$7.99M Buy
84,963
+870
+1% +$82.5K 1.46% 17
2020
Q1 		$7.57M Sell
84,093
-2,839
-3% -$345K 1.75% 15
2019
Q4 		$12.1M Buy
86,932
+1,526
+2% +$196K 2.16% 7
2019
Q3 		$10.1M Buy
85,406
+1,481
+2% +$168K 1.94% 9
2019
Q2 		$9.38M Buy
83,925
+3,163
+4% +$349K 1.85% 12
2019
Q1 		$8.18M Sell
80,762
-2,670
-3% -$275K 1.67% 14
2018
Q4 		$8.14M Sell
83,432
-4,814
-5% -$513K 1.87% 13
2018
Q3 		$9.96M Buy
88,246
+1,432
+2% +$163K 1.89% 9
2018
Q2 		$9.05M Buy
86,814
+5,231
+6% +$574K 1.87% 8
2018
Q1 		$8.97M Buy
81,583
+1,990
+3% +$225K 1.88% 9
2017
Q4 		$8.51M Sell
79,593
-4,627
-5% -$468K 1.77% 9
2017
Q3 		$8.04M Buy
84,220
+8,005
+11% +$738K 1.71% 11
2017
Q2 		$6.97M Buy
76,215
+14,723
+24% +$1.27M 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% +$1.09M 0.89% 39
2016
Q3 		$1.93M Buy
29,025
+6,531
+29% +$426K 0.46% 65
2016
Q2 		$1.4M Buy
22,494
+865
+4% +$54K 0.33% 77
2016
Q1 		$1.28M Sell
21,629
-752
-3% -$43.9K 0.31% 76
2015
Q4 		$1.48M Buy
22,381
+1,475
+7% +$96K 0.36% 75
2015
Q3 		$1.27M Buy
20,906
+135
+0.6% +$8.84K 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% -$19K 0.3% 85
2014
Q3 		$1.27M Sell
21,087
-358
-2% -$20.9K 0.3% 81
2014
Q2 		$1.24M Sell
21,445
-650
-3% -$36.5K 0.29% 85
2014
Q1 		$1.34M Sell
22,095
-799
-3% -$46.2K 0.33% 78
2013
Q4 		$1.34M Sell
22,894
-8,737
-28% -$479K 0.33% 79
2013
Q3 		$1.64M Sell
31,631
-14,603
-32% -$783K 0.4% 71
2013
Q2 		$2.44M Buy
+46,234
New +$2.35M 0.51% 66

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cypress Capital Group's JPM Position: Q1 2026 in Review

Cypress Capital Group reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $345K and leaving 71,907 shares worth $21.2M. The position accounts for 2.38% of the portfolio, ranked #8.

Cypress Capital Group first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.5M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cypress Capital Group held 71,907 shares of JPMorgan Chase worth $21.2M as of Q1 2026.
  • Cypress Capital Group sold 1,137 JPMorgan Chase shares in Q1 2026, an estimated $345K.
  • JPMorgan Chase made up 2.38% of Cypress Capital Group's portfolio in Q1 2026, its #8 holding.
  • Cypress Capital Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Cypress Capital Group's JPMorgan Chase position peaked at $23.5M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.