Cypress Wealth Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.93M | Sell |
18,115
-259
| -1% | -$80.4K | 0.73% | 33 |
|
|
2026
Q1 | $5.4M | Sell |
18,374
-310
| -2% | -$94.1K | 0.76% | 36 |
|
|
2025
Q4 | $6.02M | Buy |
18,684
+7,571
| +68% | +$2.34M | 0.83% | 30 |
|
|
2025
Q3 | $3.51M | Buy |
11,113
+642
| +6% | +$191K | 0.57% | 41 |
|
|
2025
Q2 | $3.04M | Sell |
10,471
-41
| -0.4% | -$10.5K | 0.54% | 41 |
|
|
2025
Q1 | $2.58M | Sell |
10,512
-16
| -0.2% | -$4.08K | 0.52% | 44 |
|
|
2024
Q4 | $2.52M | Buy |
10,528
+544
| +5% | +$127K | 0.51% | 45 |
|
|
2024
Q3 | $2.11M | Buy |
9,984
+427
| +4% | +$89.9K | 0.44% | 50 |
|
|
2024
Q2 | $1.93M | Sell |
9,557
-337
| -3% | -$65.9K | 0.43% | 56 |
|
|
2024
Q1 | $1.98M | Buy |
9,894
+167
| +2% | +$30.1K | 0.46% | 51 |
|
|
2023
Q4 | $1.65M | Sell |
9,727
-166
| -2% | -$25.2K | 0.41% | 50 |
|
|
2023
Q3 | $1.43M | Buy |
9,893
+29
| +0.3% | +$4.35K | 0.4% | 54 |
|
|
2023
Q2 | $1.51M | Buy |
9,864
+1,248
| +14% | +$172K | 0.4% | 56 |
|
|
2023
Q1 | $1.12M | Sell |
8,616
-146
| -2% | -$20K | 0.33% | 63 |
|
|
2022
Q4 | $1.17M | Buy |
8,762
+456
| +5% | +$57.8K | 0.38% | 65 |
|
|
2022
Q3 | $880K | Sell |
8,306
-895
| -10% | -$103K | 0.3% | 77 |
|
|
2022
Q2 | $1.04M | Buy |
9,201
+3,692
| +67% | +$457K | 0.33% | 69 |
|
|
2022
Q1 | $751K | Sell |
5,509
-75
| -1% | -$11.1K | 0.2% | 85 |
|
|
2021
Q4 | $884K | Sell |
5,584
-998
| -15% | -$164K | 0.24% | 74 |
|
|
2021
Q3 | $1.08M | Sell |
6,582
-786
| -11% | -$123K | 0.32% | 65 |
|
|
2021
Q2 | $1.15M | Sell |
7,368
-3,161
| -30% | -$496K | 0.31% | 67 |
|
|
2021
Q1 | $1.6M | Sell |
10,529
-994
| -9% | -$143K | 0.34% | 66 |
|
|
2020
Q4 | $1.46M | Buy |
+11,523
| New | +$1.29M | 0.33% | 63 |
|
|
2020
Q3 | – | Sell |
-41,416
| Closed | -$4.07M | – | 391 |
|
|
2020
Q2 | $3.9M | Buy |
41,416
+917
| +2% | +$87K | 0.93% | 30 |
|
|
2020
Q1 | $3.65M | Buy |
40,499
+829
| +2% | +$101K | 1.07% | 24 |
|
|
2019
Q4 | $5.53M | Sell |
39,670
-92
| -0.2% | -$11.8K | 1.4% | 16 |
|
|
2019
Q3 | $4.68M | Sell |
39,762
-580
| -1% | -$65.6K | 1.28% | 20 |
|
|
2019
Q2 | $4.51M | Buy |
40,342
+1,077
| +3% | +$119K | 1.3% | 19 |
|
|
2019
Q1 | $3.98M | Buy |
39,265
+1,728
| +5% | +$178K | 1.26% | 23 |
|
|
2018
Q4 | $3.66M | Sell |
37,537
-502
| -1% | -$53.5K | 1.45% | 20 |
|
|
2018
Q3 | $4.29M | Hold |
38,039
| – | – | 1.54% | 19 |
|
|
2018
Q2 | $3.96M | Buy |
38,039
+25
| +0.1% | +$2.74K | 1.51% | 20 |
|
|
2018
Q1 | $4.18M | Sell |
38,014
-182
| -0.5% | -$20.6K | 1.78% | 14 |
|
|
2017
Q4 | $4.08M | Buy |
+38,196
| New | +$3.87M | 1.7% | 17 |
|
Other funds holding JPM
LMFP
RG
ATO
MBI
Cypress Wealth Services's JPM Position: Q2 2026 in Review
Cypress Wealth Services reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $80.4K and leaving 18,115 shares worth $5.93M. The position accounts for 0.73% of the portfolio, ranked #33.
Cypress Wealth Services first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.02M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Cypress Wealth Services held 18,115 shares of JPMorgan Chase worth $5.93M as of Q2 2026.
- Cypress Wealth Services sold 259 JPMorgan Chase shares in Q2 2026, an estimated $80.4K.
- JPMorgan Chase made up 0.73% of Cypress Wealth Services's portfolio in Q2 2026, its #33 holding.
- Cypress Wealth Services first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's JPMorgan Chase position peaked at $6.02M in Q4 2025.
- 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.