CPWM
Cypress Point Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$5.66K | 0.11% | 69 |
|
|
2024
Q1 | $228K | Buy |
+1,136
| New | +$228K | 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 | +$214K | 0.15% | 29 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$25K | – | 153 |
|
|
2020
Q4 | $25K | Buy |
+200
| New | +$25K | 0.04% | 123 |
|