A detailed history of Cypress Asset Management Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cypress Asset Management Inc holds 60,661 shares of JPM stock, worth $14.6 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares
60,661
Previous 61,764 1.79%
Holding current value
$14.6 Million
Previous $10.5 Million 15.65%
% of portfolio
3.4%
Previous 3.2%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$167.09 - $200.3 $184,300 - $220,930
-1,103 Reduced 1.79%
60,661 $12.2 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $167,305 - $209,979
1,233 Added 2.04%
61,764 $10.5 Million
Q3 2023

Feb 09, 2024

BUY
$143.21 - $158.0 $49,121 - $54,194
343 Added 0.56%
62,107 $9.01 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $162,014 - $184,854
-1,271 Reduced 2.06%
60,531 $8.8 Million
Q1 2023

May 25, 2023

SELL
$124.91 - $143.8 $105,174 - $121,079
-842 Reduced 1.34%
61,802 $8.05 Million
Q4 2022

Feb 28, 2023

SELL
$101.96 - $137.84 $199,331 - $269,477
-1,955 Reduced 3.03%
62,644 $8.4 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $14,511 - $84,406
-700 Reduced 1.07%
64,599 $6.75 Million
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $115,988 - $139,987
-1,030 Reduced 1.55%
65,299 $7.35 Million
Q1 2022

Jun 06, 2022

SELL
$128.3 - $168.44 $1.06 Million - $1.39 Million
-8,264 Reduced 11.08%
66,329 $9.04 Million
Q4 2021

Jan 31, 2022

SELL
$153.94 - $171.78 $159,173 - $177,620
-1,034 Reduced 1.37%
74,593 $11.8 Million
Q3 2021

Oct 18, 2021

BUY
$146.97 - $166.98 $33,656 - $38,238
229 Added 0.3%
75,627 $12.4 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $76,632 - $86,548
520 Added 0.69%
75,398 $11.7 Million
Q1 2021

Apr 22, 2021

SELL
$125.65 - $157.65 $91,975 - $115,399
-732 Reduced 0.97%
74,878 $11.4 Million
Q4 2020

Feb 10, 2021

SELL
$96.54 - $127.07 $61,302 - $80,689
-635 Reduced 0.83%
75,610 $9.61 Million
Q3 2020

Oct 26, 2020

SELL
$91.28 - $103.82 $94,292 - $107,246
-1,033 Reduced 1.34%
76,245 $7.34 Million
Q2 2020

Jul 28, 2020

BUY
$84.03 - $113.45 $144,615 - $195,247
1,721 Added 2.28%
77,278 $7.27 Million
Q1 2020

May 07, 2020

SELL
$79.03 - $141.09 $3,477 - $6,207
-44 Reduced 0.06%
75,557 $6.8 Million
Q4 2019

Feb 06, 2020

SELL
$111.82 - $139.4 $614,786 - $766,421
-5,498 Reduced 6.78%
75,601 $10.5 Million
Q3 2019

Oct 21, 2019

SELL
$104.8 - $120.23 $86,040 - $98,708
-821 Reduced 1.0%
81,099 $9.55 Million
Q2 2019

Aug 13, 2019

SELL
$104.64 - $116.12 $412,804 - $458,093
-3,945 Reduced 4.59%
81,920 $9.16 Million
Q1 2019

Apr 29, 2019

SELL
$97.11 - $107.19 $318,035 - $351,047
-3,275 Reduced 3.67%
85,865 $8.69 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $252,924 - $316,553
2,745 Added 3.18%
89,140 $8.7 Million
Q3 2018

Oct 19, 2018

SELL
$103.61 - $118.63 $550,169 - $629,925
-5,310 Reduced 5.79%
86,395 $9.75 Million
Q2 2018

Jul 27, 2018

BUY
$103.24 - $114.29 $362,165 - $400,929
3,508 Added 3.98%
91,705 $9.56 Million
Q1 2018

May 14, 2018

SELL
$107.01 - $118.77 $4.08 Million - $4.53 Million
-38,119 Reduced 30.18%
88,197 $9.7 Million
Q4 2017

Jan 31, 2018

SELL
$95.86 - $107.83 $521,957 - $587,134
-5,445 Reduced 4.13%
126,316 $13.5 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $11.7 Million - $12.6 Million
131,761
131,761 $12.6 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $708B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Cypress Asset Management Inc Portfolio

Follow Cypress Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Asset Management Inc with notifications on news.