Cypress Financial Planning’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$417K	Buy	1,440 +13	+0.9%	+$3.77K	0.14%	52
2025 Q1	$350K	Buy	1,427 +6	+0.4%	+$1.47K	0.12%	55
2024 Q4	$341K	Buy	1,421 +29	+2%	+$6.95K	0.13%	55
2024 Q3	$294K	Buy	1,392 +330	+31%	+$69.6K	0.11%	60
2024 Q2	$215K	Buy	+1,062	New	+$215K	0.09%	65