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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Cypress Financial Planning's JPM Position: Q2 2026 in Review

Cypress Financial Planning increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $73.6K and bringing the position to 2,616 shares worth $856K. The position accounts for 0.21% of the portfolio, ranked #44.

Cypress Financial Planning first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cypress Financial Planning held 2,616 shares of JPMorgan Chase worth $856K as of Q2 2026.
  • Cypress Financial Planning bought 237 JPMorgan Chase shares in Q2 2026, an estimated $73.6K.
  • JPMorgan Chase made up 0.21% of Cypress Financial Planning's portfolio in Q2 2026, its #44 holding.
  • Cypress Financial Planning first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.