Cypress Capital’s JPMorgan Chase JPM Stock Holding History

Cypress Capital’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
2024 Q3	–	Sell	-50	Closed	-$10.1K	–	223
2024 Q2	$10.1K	Buy	+50	New	+$9.78K	﹤0.01%	189
2022 Q2	–	Sell	-2,528	Closed	-$345K	–	189
2022 Q1	$345K	Sell	2,528 -740	-23%	-$109K	0.04%	161
2021 Q4	$517K	Buy	3,268 +50	+2%	+$8.21K	0.06%	146
2021 Q3	$527K	Buy	+3,218	New	+$505K	0.07%	133

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cypress Capital's JPM Position: Q3 2024 in Review

Cypress Capital sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 50 shares — an estimated $10.1K sold.

Cypress Capital first reported a position in JPM in Q3 2021 and held it in 4 quarters. The position peaked at $527K in Q3 2021. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Cypress Capital reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Cypress Capital sold 50 JPMorgan Chase shares in Q3 2024, an estimated $10.1K.
Cypress Capital first reported a position in JPMorgan Chase in Q3 2021 and held it in 4 quarters.
Cypress Capital's JPMorgan Chase position peaked at $527K in Q3 2021.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.