Position in JPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,929,582
+$524,687 QoQ
Shares Held
18,115
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#1,936
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$1,091,798
PutShares
11,341
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cypress Wealth Services, LLC holds $9,362,918 across 6 Banks - Diversified names. JPM ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,115 | $5,929,582 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
20,018 | $1,654,287 | |
| 3 | RY |
Royal Bank Of Canada
|
2,496 | $516,597 | |
| 4 | C |
Citigroup Inc
|
3,343 | $467,886 | |
| 5 | BAC |
Bank Of America Corp /De/
|
8,176 | $465,868 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,273 | $328,698 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,929,582 | 18,115 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,404,895 | 18,374 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,020,358 | 18,684 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,505,373 | 11,113 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,035,647 | 10,471 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,578,593 | 10,512 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,523,666 | 10,528 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,105,226 | 9,984 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,932,998 | 9,557 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,981,768 | 9,894 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,654,562 | 9,727 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,434,682 | 9,893 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,434,620 | 9,864 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,122,750 | 8,616 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,174,984 | 8,762 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $867,977 | 8,306 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,036,124 | 9,201 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $750,986 | 5,509 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $884,226 | 5,584 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,077,407 | 6,582 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,146,018 | 7,368 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,602,829 | 10,529 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,464,227 | 11,523 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,091,798 | 11,341 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $3,895,588 | 41,416 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,646,124 | 40,499 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||