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Cypress Financial Planning’s JPMorgan Chase JPM Stock Holding History

Cypress Financial Planning’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
2026
Q3 		$752K Sell
2,273
-343
-13% -$120K 0.2% 45
2026
Q2 		$856K Buy
2,616
+237
+10% +$73.6K 0.21% 44
2026
Q1 		$700K Buy
2,379
+74
+3% +$22.5K 0.19% 47
2025
Q4 		$745K Buy
2,305
+856
+59% +$265K 0.21% 45
2025
Q3 		$457K Buy
1,449
+9
+0.6% +$2.68K 0.14% 52
2025
Q2 		$417K Buy
1,440
+13
+0.9% +$3.32K 0.14% 53
2025
Q1 		$350K Buy
1,427
+6
+0.4% +$1.53K 0.12% 57
2024
Q4 		$341K Buy
1,421
+29
+2% +$6.75K 0.13% 55
2024
Q3 		$294K Buy
1,392
+330
+31% +$69.5K 0.11% 60
2024
Q2 		$215K Buy
+1,062
New +$208K 0.09% 68

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cypress Financial Planning's JPM Position: Q3 2026 in Review

Cypress Financial Planning reduced its JPMorgan Chase (JPM) stake by 13% in Q3 2026, selling an estimated $120K and leaving 2,273 shares worth $752K. The position accounts for 0.2% of the portfolio, ranked #45.

Cypress Financial Planning first reported a position in JPM in Q2 2024 and has held it in 10 quarters since. The position peaked at $856K in Q2 2026. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Cypress Financial Planning held 2,273 shares of JPMorgan Chase worth $752K as of Q3 2026.
  • Cypress Financial Planning sold 343 JPMorgan Chase shares in Q3 2026, an estimated $120K.
  • JPMorgan Chase made up 0.2% of Cypress Financial Planning's portfolio in Q3 2026, its #45 holding.
  • Cypress Financial Planning first reported a position in JPMorgan Chase in Q2 2024 and has held it in 10 quarters since.
  • Cypress Financial Planning's JPMorgan Chase position peaked at $856K in Q2 2026.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.