CWS
Cypress Wealth Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
10,471
-41
| -0.4% | -$11.9K | 0.54% | 41 |
|
|
2025
Q1 | $2.58M | Sell |
10,512
-16
| -0.2% | -$3.93K | 0.52% | 44 |
|
|
2024
Q4 | $2.52M | Buy |
10,528
+544
| +5% | +$130K | 0.51% | 45 |
|
|
2024
Q3 | $2.11M | Buy |
9,984
+427
| +4% | +$90K | 0.44% | 50 |
|
|
2024
Q2 | $1.93M | Sell |
9,557
-337
| -3% | -$68.2K | 0.43% | 56 |
|
|
2024
Q1 | $1.98M | Buy |
9,894
+167
| +2% | +$33.5K | 0.46% | 51 |
|
|
2023
Q4 | $1.65M | Sell |
9,727
-166
| -2% | -$28.2K | 0.41% | 50 |
|
|
2023
Q3 | $1.43M | Buy |
9,893
+29
| +0.3% | +$4.21K | 0.4% | 54 |
|
|
2023
Q2 | $1.51M | Buy |
9,864
+1,248
| +14% | +$191K | 0.4% | 56 |
|
|
2023
Q1 | $1.12M | Sell |
8,616
-146
| -2% | -$19K | 0.33% | 63 |
|
|
2022
Q4 | $1.17M | Buy |
8,762
+456
| +5% | +$61.1K | 0.38% | 65 |
|
|
2022
Q3 | $880K | Sell |
8,306
-895
| -10% | -$94.8K | 0.3% | 77 |
|
|
2022
Q2 | $1.04M | Buy |
9,201
+3,692
| +67% | +$416K | 0.33% | 69 |
|
|
2022
Q1 | $751K | Sell |
5,509
-75
| -1% | -$10.2K | 0.2% | 85 |
|
|
2021
Q4 | $884K | Sell |
5,584
-998
| -15% | -$158K | 0.24% | 74 |
|
|
2021
Q3 | $1.08M | Sell |
6,582
-786
| -11% | -$129K | 0.32% | 65 |
|
|
2021
Q2 | $1.15M | Sell |
7,368
-3,161
| -30% | -$492K | 0.31% | 67 |
|
|
2021
Q1 | $1.6M | Sell |
10,529
-994
| -9% | -$151K | 0.34% | 66 |
|
|
2020
Q4 | $1.46M | Buy |
+11,523
| New | +$1.46M | 0.33% | 63 |
|
|
2020
Q3 | – | Sell |
-41,416
| Closed | -$3.9M | – | 135 |
|
|
2020
Q2 | $3.9M | Buy |
41,416
+917
| +2% | +$86.3K | 0.93% | 30 |
|
|
2020
Q1 | $3.65M | Buy |
40,499
+829
| +2% | +$74.6K | 1.07% | 24 |
|
|
2019
Q4 | $5.53M | Sell |
39,670
-92
| -0.2% | -$12.8K | 1.4% | 16 |
|
|
2019
Q3 | $4.68M | Sell |
39,762
-580
| -1% | -$68.3K | 1.28% | 20 |
|
|
2019
Q2 | $4.51M | Buy |
40,342
+1,077
| +3% | +$120K | 1.3% | 19 |
|
|
2019
Q1 | $3.98M | Buy |
39,265
+1,728
| +5% | +$175K | 1.26% | 23 |
|
|
2018
Q4 | $3.66M | Sell |
37,537
-502
| -1% | -$49K | 1.45% | 20 |
|
|
2018
Q3 | $4.29M | Hold |
38,039
| – | – | 1.54% | 19 |
|
|
2018
Q2 | $3.96M | Buy |
38,039
+25
| +0.1% | +$2.61K | 1.51% | 20 |
|
|
2018
Q1 | $4.18M | Sell |
38,014
-182
| -0.5% | -$20K | 1.78% | 14 |
|
|
2017
Q4 | $4.09M | Buy |
+38,196
| New | +$4.09M | 1.7% | 17 |
|