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

Cypress Point Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$282K	Buy
2024 Q4	–	Sell
2024 Q3	$226K	Sell
2024 Q2	$235K	Buy
2024 Q1	$228K	Buy
2021 Q4	–	Sell
2021 Q3	$225K	Hold
2021 Q2	$214K	Buy
2021 Q1	–	Sell
2020 Q4	$25K	Buy