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JPMorgan Chase & Co. shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 1.4k 210.86
2024-06-30 $215k 1.1k 202.26

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.