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JPMorgan Chase & Co. shares owned by Cypress Point Wealth Management

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

Historical chart of Cypress Point Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 1.1k 210.86
2024-06-30 $235k 1.2k 202.26
2024-03-31 $228k 1.1k 200.30
2021-09-30 $225k 1.4k 163.40
2021-06-30 $214k 1.4k 155.41
2020-12-31 $25k 200 125.00