A detailed history of Cypress Point Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 1,164 shares of JPM stock, worth $245,860. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,164
Previous 1,136 2.46%
Holding current value
$245,860
Previous $227,000 3.52%
% of portfolio
0.12%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$180.08 - $204.79 $5,042 - $5,734
28 Added 2.46%
1,164 $235,000
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $189,814 - $227,540
1,136 New
1,136 $227,000
Q4 2021

Jan 27, 2022

SELL
$153.94 - $171.78 $211,975 - $236,541
-1,377 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$147.37 - $166.44 $202,928 - $229,187
1,377 New
1,377 $214,000
Q1 2021

May 07, 2021

SELL
$125.65 - $157.65 $25,130 - $31,530
-200 Closed
0 $0
Q4 2020

Feb 05, 2021

BUY
$96.54 - $127.07 $19,308 - $25,414
200 New
200 $25,000

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 $620B
  • 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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