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Cardan Capital Partners’s JPMorgan Chase JPM Stock Holding History

Cardan Capital Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$8.4M Buy
51,308
+135
+0.3% +$21.2K 0.94% 37
2021
Q2 		$7.96M Sell
51,173
-1,004
-2% -$158K 0.89% 39
2021
Q1 		$7.94M Buy
52,177
+1,539
+3% +$221K 0.95% 31
2020
Q4 		$6.43M Sell
50,638
-122
-0.2% -$13.6K 0.79% 35
2020
Q3 		$4.89M Buy
50,760
+2,750
+6% +$270K 0.65% 42
2020
Q2 		$4.52M Buy
48,010
+1,006
+2% +$95.4K 0.65% 52
2020
Q1 		$4.23M Buy
47,004
+404
+0.9% +$49.1K 0.7% 39
2019
Q4 		$6.5M Buy
46,600
+664
+1% +$85.2K 0.87% 34
2019
Q3 		$5.41M Buy
45,936
+1,746
+4% +$197K 0.77% 41
2019
Q2 		$4.94M Buy
44,190
+1,445
+3% +$159K 0.75% 42
2019
Q1 		$4.33M Sell
42,745
-189
-0.4% -$19.5K 0.7% 44
2018
Q4 		$4.19M Sell
42,934
-1,184
-3% -$126K 0.74% 39
2018
Q3 		$4.98M Sell
44,118
-437
-1% -$49.6K 0.78% 32
2018
Q2 		$4.64M Sell
44,555
-705
-2% -$77.3K 0.76% 36
2018
Q1 		$4.98M Buy
45,260
+6,007
+15% +$680K 0.83% 33
2017
Q4 		$4.2M Sell
39,253
-4,030
-9% -$408K 0.79% 38
2017
Q3 		$4.13M Buy
43,283
+215
+0.5% +$19.8K 0.83% 35
2017
Q2 		$3.94M Sell
43,068
-686
-2% -$59.2K 0.77% 38
2017
Q1 		$3.84M Sell
43,754
-221
-0.5% -$19.5K 0.8% 40
2016
Q4 		$3.79M Sell
43,975
-407
-0.9% -$31K 0.85% 40
2016
Q3 		$2.96M Sell
44,382
-734
-2% -$47.9K 0.66% 48
2016
Q2 		$2.8M Sell
45,116
-379
-0.8% -$23.7K 0.69% 45
2016
Q1 		$2.69M Buy
45,495
+14,157
+45% +$827K 0.67% 48
2015
Q4 		$2.07M Buy
+31,338
New +$2.04M 0.88% 37

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cardan Capital Partners's JPM Position: Q3 2021 in Review

Cardan Capital Partners increased its JPMorgan Chase (JPM) stake by 0.26% in Q3 2021, buying an estimated $21.2K and bringing the position to 51,308 shares worth $8.4M. The position accounts for 0.94% of the portfolio, ranked #37.

Cardan Capital Partners first reported a position in JPM in Q4 2015 and has held it in 24 quarters since. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Cardan Capital Partners held 51,308 shares of JPMorgan Chase worth $8.4M as of Q3 2021.
  • Cardan Capital Partners bought 135 JPMorgan Chase shares in Q3 2021, an estimated $21.2K.
  • JPMorgan Chase made up 0.94% of Cardan Capital Partners's portfolio in Q3 2021, its #37 holding.
  • Cardan Capital Partners first reported a position in JPMorgan Chase in Q4 2015 and has held it in 24 quarters since.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.