Cypress Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Cypress Wealth Advisors’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
2017 Q4	–	Sell	-3,171	Closed	-$303K	–	87
2017 Q3	$303K	Sell	3,171 -1,747	-36%	-$161K	0.49%	46
2017 Q2	$450K	Sell	4,918 -5,321	-52%	-$459K	0.53%	47
2017 Q1	$899K	Buy	10,239 +344	+3%	+$30.3K	0.41%	55
2016 Q4	$854K	Buy	9,895 +27	+0.3%	+$2.06K	0.39%	57
2016 Q3	$657K	Buy	9,868 +983	+11%	+$64.1K	0.3%	73
2016 Q2	$552K	Sell	8,885 -136	-2%	-$8.49K	0.27%	84
2016 Q1	$534K	Buy	9,021 +110	+1%	+$6.42K	0.24%	89
2015 Q4	$588K	Buy	8,911 +202	+2%	+$13.2K	0.3%	78
2015 Q3	$531K	Hold	8,709	–	–	0.29%	78
2015 Q2	$590K	Buy	+8,709	New	+$569K	0.35%	72

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cypress Wealth Advisors's JPM Position: Q4 2017 in Review

Cypress Wealth Advisors sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 3,171 shares — an estimated $303K sold.

Cypress Wealth Advisors first reported a position in JPM in Q2 2015 and held it in 10 quarters. The position peaked at $899K in Q1 2017. 2,425 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Cypress Wealth Advisors reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 3,171 JPMorgan Chase shares in Q4 2017, an estimated $303K.
Cypress Wealth Advisors first reported a position in JPMorgan Chase in Q2 2015 and held it in 10 quarters.
Cypress Wealth Advisors's JPMorgan Chase position peaked at $899K in Q1 2017.
2,425 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Cypress Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.