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Cypress Wealth Services’s JPMorgan Chase JPM Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-11,341
Closed -$1.09M – 409
2020
Q3 		$1.09M Buy
+11,341
New +$1.11M 0.28% 73

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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.