Cypress Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$10.1K | – | 222 |
|
|
2024
Q2 | $10.1K | Buy |
+50
| New | +$10.1K | ﹤0.01% | 187 |
|
|
2022
Q2 | – | Sell |
-2,528
| Closed | -$345K | – | 189 |
|
|
2022
Q1 | $345K | Sell |
2,528
-740
| -23% | -$101K | 0.04% | 161 |
|
|
2021
Q4 | $517K | Buy |
3,268
+50
| +2% | +$7.91K | 0.06% | 146 |
|
|
2021
Q3 | $527K | Buy |
+3,218
| New | +$527K | 0.07% | 133 |
|