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
Download as csvQuarterly 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 |
More positions owned by Cypress Financial Planning
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