A detailed history of Cypress Wealth Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 9,984 shares of JPM stock, worth $2.42 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
9,984
Previous 9,557 4.47%
Holding current value
$2.42 Million
Previous $1.93 Million 8.9%
% of portfolio
0.45%
Previous 0.44%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$194.9 - $224.8 $83,222 - $95,989
427 Added 4.47%
9,984 $2.1 Million
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $60,686 - $69,014
-337 Reduced 3.41%
9,557 $1.93 Million
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $27,904 - $33,450
167 Added 1.72%
9,894 $1.98 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $22,524 - $28,269
-166 Reduced 1.68%
9,727 $1.65 Million
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $4,153 - $4,582
29 Added 0.29%
9,893 $1.43 Million
Q2 2023

Jul 21, 2023

BUY
$127.47 - $145.44 $159,082 - $181,509
1,248 Added 14.48%
9,864 $1.43 Million
Q1 2023

Apr 07, 2023

SELL
$124.91 - $143.8 $18,236 - $20,994
-146 Reduced 1.67%
8,616 $1.12 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $46,493 - $62,855
456 Added 5.49%
8,762 $0
Q3 2022

Oct 14, 2022

SELL
$20.73 - $120.58 $18,553 - $107,919
-895 Reduced 9.73%
8,306 $880,000
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $415,756 - $501,779
3,692 Added 67.02%
9,201 $1.04 Million
Q1 2022

Apr 22, 2022

SELL
$128.3 - $168.44 $9,622 - $12,633
-75 Reduced 1.34%
5,509 $751,000
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $153,632 - $171,436
-998 Reduced 15.16%
5,584 $884,000
Q3 2021

Oct 13, 2021

SELL
$146.97 - $166.98 $115,518 - $131,246
-786 Reduced 10.67%
6,582 $1.08 Million
Q2 2021

Jul 14, 2021

SELL
$147.37 - $166.44 $465,836 - $526,116
-3,161 Reduced 30.02%
7,368 $1.15 Million
Q1 2021

Apr 28, 2021

SELL
$125.65 - $157.65 $124,896 - $156,704
-994 Reduced 8.63%
10,529 $1.6 Million
Q4 2020

Jan 22, 2021

SELL
$96.54 - $127.07 $2.89 Million - $3.8 Million
-29,893 Reduced 72.18%
11,523 $1.46 Million
Q2 2020

Jul 15, 2020

BUY
$84.03 - $113.45 $77,055 - $104,033
917 Added 2.26%
41,416 $3.9 Million
Q1 2020

Apr 10, 2020

BUY
$79.03 - $141.09 $65,515 - $116,963
829 Added 2.09%
40,499 $3.65 Million
Q4 2019

Jan 14, 2020

SELL
$111.82 - $139.4 $10,287 - $12,824
-92 Reduced 0.23%
39,670 $5.53 Million
Q3 2019

Oct 16, 2019

SELL
$104.8 - $120.23 $60,784 - $69,733
-580 Reduced 1.44%
39,762 $4.68 Million
Q2 2019

Jul 24, 2019

BUY
$104.64 - $116.12 $112,697 - $125,061
1,077 Added 2.74%
40,342 $4.51 Million
Q1 2019

Apr 19, 2019

BUY
$97.11 - $107.19 $167,806 - $185,224
1,728 Added 4.6%
39,265 $3.98 Million
Q4 2018

Jan 22, 2019

SELL
$92.14 - $115.32 $46,254 - $57,890
-502 Reduced 1.32%
37,537 $3.66 Million
Q2 2018

Aug 06, 2018

BUY
$103.24 - $114.29 $2,581 - $2,857
25 Added 0.07%
38,039 $3.96 Million
Q1 2018

May 01, 2018

SELL
$107.01 - $118.77 $19,475 - $21,616
-182 Reduced 0.48%
38,014 $4.18 Million
Q4 2017

Feb 05, 2018

BUY
$95.86 - $107.83 $3.66 Million - $4.12 Million
38,196
38,196 $4.09 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 $711B
  • 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
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