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Cypress Capital Management (Delaware)’s JPMorgan Chase JPM Stock Holding History

Cypress Capital Management (Delaware)’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
2022
Q4 		– Sell
-121,756
Closed -$12.7M – 93
2022
Q3 		$12.7M Sell
121,756
-15,518
-11% -$1.78M 2.36% 8
2022
Q2 		$15.5M Sell
137,274
-578
-0.4% -$71.6K 2.3% 8
2022
Q1 		$18.8M Sell
137,852
-629
-0.5% -$92.8K 2.36% 6
2021
Q4 		$21.9M Buy
138,481
+3,433
+3% +$564K 2.48% 6
2021
Q3 		$21M Hold
135,048
– – 2.78% 3
2021
Q2 		$21M Sell
135,048
-3,836
-3% -$602K 2.77% 3
2021
Q1 		$21.1M Sell
138,884
-18,644
-12% -$2.68M 2.91% 2
2020
Q4 		$20M Sell
157,528
-1,245
-0.8% -$139K 2.73% 5
2020
Q3 		$15.3M Buy
158,773
+1,515
+1% +$149K 2.34% 11
2020
Q2 		$14.8M Buy
157,258
+5,645
+4% +$536K 2.41% 9
2020
Q1 		$13.7M Sell
151,613
-1,850
-1% -$225K 2.68% 6
2019
Q4 		$21.4M Sell
153,463
-1,441
-0.9% -$185K 3.28% 3
2019
Q3 		$18.2M Buy
154,904
+2,918
+2% +$330K 2.98% 4
2019
Q2 		$17M Buy
151,986
+6,250
+4% +$689K 2.95% 5
2019
Q1 		$14.8M Buy
145,736
+6,725
+5% +$693K 2.73% 7
2018
Q4 		$13.6M Buy
139,011
+1,587
+1% +$169K 2.8% 8
2018
Q3 		$15.5M Sell
137,424
-1,335
-1% -$152K 2.71% 9
2018
Q2 		$14.5M Buy
138,759
+8,073
+6% +$886K 2.75% 6
2018
Q1 		$14.4M Buy
130,686
+3,931
+3% +$445K 2.77% 5
2017
Q4 		$13.6M Buy
126,755
+16,368
+15% +$1.66M 2.6% 6
2017
Q3 		$10.5M Buy
110,387
+90,098
+444% +$8.31M 2.23% 13
2017
Q2 		$1.85M Buy
20,289
+5,412
+36% +$467K 0.44% 46
2017
Q1 		$1.31M Buy
14,877
+2,727
+22% +$241K 0.33% 45
2016
Q4 		$1.05M Buy
12,150
+6,915
+132% +$527K 0.28% 48
2016
Q3 		$349K Buy
5,235
+1,913
+58% +$125K 0.11% 49
2016
Q2 		$206K Buy
+3,322
New +$207K 0.07% 63
2016
Q1 		– Sell
-3,322
Closed -$219K – 69
2015
Q4 		$219K Hold
3,322
– – 0.07% 68
2015
Q3 		$203K Hold
3,322
– – 0.06% 65
2015
Q2 		$225K Buy
+3,322
New +$217K 0.06% 66

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cypress Capital Management (Delaware)'s JPM Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 121,756 shares — an estimated $12.7M sold.

Cypress Capital Management (Delaware) first reported a position in JPM in Q2 2015 and held it in 29 quarters. The position peaked at $21.9M in Q4 2021. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 121,756 JPMorgan Chase shares in Q4 2022, an estimated $12.7M.
  • Cypress Capital Management (Delaware) first reported a position in JPMorgan Chase in Q2 2015 and held it in 29 quarters.
  • Cypress Capital Management (Delaware)'s JPMorgan Chase position peaked at $21.9M in Q4 2021.
  • 3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.