CYPRESS WEALTH SERVICES, LLC – JPMorgan Chase & Co. Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$880,000
portfolio value
CYPRESS WEALTH SERVICES, LLC quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.73% | -895 shares | -156K | $104.5 | 8.30K |
| Q2 2022 | share | Increase | +64.77% | 3.61K shares | 152K | $112.61 | 9.20K |
| Q4 2021 | share | Decrease | -15.16% | -998 shares | -193K | $158.48 | 5.58K |
| Q3 2021 | share | Decrease | -10.67% | -786 shares | -69K | $162.73 | 6.58K |
| Q2 2021 | share | Decrease | -30.02% | -3.16K shares | -457K | $153.74 | 7.36K |
| Q1 2021 | share | Decrease | -8.63% | -994 shares | 139K | $149.59 | 10.52K |
| Q4 2020 | share | Increase | 0.00% | 11.52K shares | 1.46M | $123.98 | 11.52K |
| Q4 2020 | put | Decrease | -100.00% | -11.34K shares | -1.09M | $123.98 | 0 |
| Q3 2020 | share | Decrease | -100.00% | -41.41K shares | -3.89M | $93.08 | 0 |
| Q3 2020 | put | Increase | 0.00% | 11.34K shares | 1.09M | $93.08 | 11.34K |
| Q2 2020 | share | Increase | +2.26% | 917 shares | 250K | $90.07 | 41.41K |
| Q1 2020 | share | Increase | +2.09% | 829 shares | -1.88M | $85.3 | 40.49K |
| Q4 2019 | share | Decrease | -0.23% | -92 shares | 850K | $131.22 | 39.67K |
| Q3 2019 | share | Decrease | -1.44% | -580 shares | 170K | $109.9 | 39.76K |
| Q2 2019 | share | Increase | +2.74% | 1.07K shares | 535K | $103.67 | 40.34K |
| Q1 2019 | share | Increase | +4.60% | 1.72K shares | 311K | $93.16 | 39.26K |
| Q4 2018 | share | Decrease | -1.32% | -502 shares | -628K | $89.1 | 37.53K |
| Q3 2018 | share | 0.00% | 0 shares | 328K | $102.28 | 38.03K | |
| Q2 2018 | share | Increase | +0.07% | 25 shares | -216K | $93.95 | 38.03K |
| Q1 2018 | share | Decrease | -0.48% | -182 shares | 95K | $98.65 | 38.01K |
| Q4 2017 | share | Increase | 0.00% | 38.19K shares | 4.08M | $95.45 | 38.19K |