Cypress Point Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cypress Point Wealth Management’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	$408K	Buy	1,246 +287	+30%	+$89.1K	0.08%	88
2026 Q1	$282K	Buy	+959	New	+$291K	0.06%	97
2024 Q4	–	Sell	-1,071	Closed	-$226K	–	72
2024 Q3	$226K	Sell	1,071 -93	-8%	-$19.6K	0.09%	72
2024 Q2	$235K	Buy	1,164 +28	+2%	+$5.47K	0.11%	69
2024 Q1	$228K	Buy	+1,136	New	+$205K	0.12%	68
2021 Q4	–	Sell	-1,377	Closed	-$225K	–	97
2021 Q3	$225K	Hold	1,377	–	–	0.16%	28
2021 Q2	$214K	Buy	+1,377	New	+$216K	0.15%	29
2021 Q1	–	Sell	-200	Closed	-$25K	–	153
2020 Q4	$25K	Buy	+200	New	+$22.4K	0.04%	123

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cypress Point Wealth Management's JPM Position: Q2 2026 in Review

Cypress Point Wealth Management increased its JPMorgan Chase (JPM) stake by 30% in Q2 2026, buying an estimated $89.1K and bringing the position to 1,246 shares worth $408K. The position accounts for 0.08% of the portfolio, ranked #88.

Cypress Point Wealth Management first reported a position in JPM in Q4 2020 and has held it in 8 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cypress Point Wealth Management held 1,246 shares of JPMorgan Chase worth $408K as of Q2 2026.
Cypress Point Wealth Management bought 287 JPMorgan Chase shares in Q2 2026, an estimated $89.1K.
JPMorgan Chase made up 0.08% of Cypress Point Wealth Management's portfolio in Q2 2026, its #88 holding.
Cypress Point Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 8 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.