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 $308,314. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,392
Previous 1,062 31.07%
Holding current value
$308,314
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 $650B
  • 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 Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC 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 Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.