A detailed history of Cypress Financial Planning LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cypress Financial Planning LLC holds 1,392 shares of JPM stock, worth $347,610. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,392
Previous 1,062 31.07%
Holding current value
$347,610
Previous $214,000 36.92%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 07, 2024

BUY
$194.9 - $224.8 $64,317 - $74,184
330 Added 31.07%
1,392 $293,000
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $191,244 - $217,486
1,062 New
1,062 $214,000

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 $732B
  • 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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