JPMorgan Chase & Co. shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 11k | 315.43 |
| 2025-06-30 | $3.0M | 11k | 289.92 |
| 2025-03-31 | $2.6M | 11k | 245.29 |
| 2024-12-31 | $2.5M | 11k | 239.70 |
| 2024-09-30 | $2.1M | 10k | 210.86 |
| 2024-06-30 | $1.9M | 9.6k | 202.26 |
| 2024-03-31 | $2.0M | 9.9k | 200.30 |
| 2023-12-31 | $1.7M | 9.7k | 170.11 |
| 2023-09-30 | $1.4M | 9.9k | 145.03 |
| 2023-06-30 | $1.5M | 9.9k | 153.38 |
| 2023-03-31 | $1.1M | 8.6k | 130.30 |
| 2022-12-31 | $1.2M | 8.8k | 134.09 |
| 2022-09-30 | $880k | 8.3k | 105.95 |
| 2022-06-30 | $1.0M | 9.2k | 112.60 |
| 2022-03-31 | $751k | 5.5k | 136.32 |
| 2021-12-31 | $884k | 5.6k | 158.31 |
| 2021-09-30 | $1.1M | 6.6k | 163.63 |
| 2021-06-30 | $1.1M | 7.4k | 155.54 |
| 2021-03-31 | $1.6M | 11k | 152.25 |
| 2020-12-31 | $1.5M | 12k | 127.05 |
| 2020-09-30 | $1.1M | 11k | 96.29 |
| 2020-06-30 | $3.9M | 41k | 94.07 |
| 2020-03-31 | $3.6M | 41k | 90.03 |
| 2019-12-31 | $5.5M | 40k | 139.40 |
| 2019-09-30 | $4.7M | 40k | 117.70 |
| 2019-06-30 | $4.5M | 40k | 111.79 |
| 2019-03-31 | $4.0M | 39k | 101.24 |
| 2018-12-31 | $3.7M | 38k | 97.61 |
| 2018-09-30 | $4.3M | 38k | 112.83 |
| 2018-06-30 | $4.0M | 38k | 104.21 |
| 2018-03-31 | $4.2M | 38k | 109.96 |
| 2017-12-31 | $4.1M | 38k | 106.95 |