CCMW
Cypress Capital Management (Wyoming)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
8,355
-81
| -1% | -$23.5K | 2.63% | 10 |
|
|
2025
Q1 | $2.07M | Sell |
8,436
-112
| -1% | -$27.5K | 2.47% | 10 |
|
|
2024
Q4 | $2.05M | Sell |
8,548
-429
| -5% | -$103K | 2.35% | 12 |
|
|
2024
Q3 | $1.89M | Buy |
8,977
+5,927
| +194% | +$1.25M | 2.05% | 14 |
|
|
2024
Q2 | $617K | Hold |
3,050
| – | – | 0.66% | 40 |
|
|
2024
Q1 | $611K | Hold |
3,050
| – | – | 0.65% | 39 |
|
|
2023
Q4 | $519K | Hold |
3,050
| – | – | 0.57% | 40 |
|
|
2023
Q3 | $442K | Sell |
3,050
-25
| -0.8% | -$3.63K | 0.52% | 37 |
|
|
2023
Q2 | $447K | Hold |
3,075
| – | – | 0.5% | 35 |
|
|
2023
Q1 | $401K | Hold |
3,075
| – | – | 0.47% | 34 |
|
|
2022
Q4 | $412K | Hold |
3,075
| – | – | 0.51% | 31 |
|
|
2022
Q3 | $321K | Hold |
3,075
| – | – | 0.46% | 27 |
|
|
2022
Q2 | $346K | Hold |
3,075
| – | – | 0.45% | 28 |
|
|
2022
Q1 | $419K | Sell |
3,075
-1,330
| -30% | -$181K | 0.5% | 26 |
|
|
2021
Q4 | $698K | Buy |
4,405
+100
| +2% | +$15.8K | 0.59% | 39 |
|
|
2021
Q3 | $705K | Sell |
4,305
-175
| -4% | -$28.7K | 0.58% | 43 |
|
|
2021
Q2 | $697K | Hold |
4,480
| – | – | 0.54% | 47 |
|
|
2021
Q1 | $682K | Buy |
4,480
+75
| +2% | +$11.4K | 0.6% | 45 |
|
|
2020
Q4 | $560K | Hold |
4,405
| – | – | 0.48% | 45 |
|
|
2020
Q3 | $446K | Hold |
4,405
| – | – | 0.4% | 48 |
|
|
2020
Q2 | $414K | Hold |
4,405
| – | – | 0.41% | 50 |
|
|
2020
Q1 | $397K | Sell |
4,405
-1,008
| -19% | -$90.8K | 0.56% | 35 |
|
|
2019
Q4 | $755K | Hold |
5,413
| – | – | 0.71% | 37 |
|
|
2019
Q3 | $637K | Sell |
5,413
-95
| -2% | -$11.2K | 0.75% | 37 |
|
|
2019
Q2 | $616K | Sell |
5,508
-103
| -2% | -$11.5K | 0.74% | 40 |
|
|
2019
Q1 | $568K | Sell |
5,611
-244
| -4% | -$24.7K | 0.76% | 38 |
|
|
2018
Q4 | $572K | Buy |
5,855
+475
| +9% | +$46.4K | 1.1% | 27 |
|
|
2018
Q3 | $607K | Hold |
5,380
| – | – | 0.61% | 47 |
|
|
2018
Q2 | $561K | Buy |
5,380
+125
| +2% | +$13K | 0.59% | 53 |
|
|
2018
Q1 | $578K | Hold |
5,255
| – | – | 0.66% | 39 |
|
|
2017
Q4 | $562K | Sell |
5,255
-350
| -6% | -$37.4K | 0.64% | 39 |
|
|
2017
Q3 | $535K | Sell |
5,605
-150
| -3% | -$14.3K | 0.63% | 40 |
|
|
2017
Q2 | $526K | Sell |
5,755
-82
| -1% | -$7.5K | 0.6% | 34 |
|
|
2017
Q1 | $513K | Sell |
5,837
-284
| -5% | -$24.9K | 0.63% | 31 |
|
|
2016
Q4 | $535K | Sell |
6,121
-105
| -2% | -$9.18K | 0.56% | 31 |
|
|
2016
Q3 | $415K | Buy |
6,226
+184
| +3% | +$12.3K | 0.53% | 32 |
|
|
2016
Q2 | $375K | Sell |
6,042
-1,018
| -14% | -$63.3K | 0.49% | 35 |
|
|
2016
Q1 | $418K | Buy |
7,060
+480
| +7% | +$28.4K | 0.56% | 36 |
|
|
2015
Q4 | $434K | Hold |
6,580
| – | – | 0.55% | 37 |
|
|
2015
Q3 | $401K | Buy |
6,580
+120
| +2% | +$7.32K | 0.52% | 39 |
|
|
2015
Q2 | $438K | Buy |
6,460
+100
| +2% | +$6.78K | 0.49% | 40 |
|
|
2015
Q1 | $385K | Hold |
6,360
| – | – | 0.47% | 43 |
|
|
2014
Q4 | $398K | Buy |
+6,360
| New | +$398K | 0.52% | 43 |
|