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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
2025-12-31 $745k 2.3k 323.02
2025-09-30 $457k 1.4k 315.46
2025-06-30 $418k 1.4k 289.91
2025-03-31 $350k 1.4k 245.30
2024-12-31 $341k 1.4k 239.71
2024-09-30 $294k 1.4k 210.86
2024-06-30 $215k 1.1k 202.26