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Cardiff Park Advisors’s JPMorgan Chase JPM Stock Holding History

Cardiff Park Advisors’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
2026
Q2 		$1.58M Buy
4,812
+3
+0.1% +$932 0.12% 90
2026
Q1 		$1.41M Sell
4,809
-20
-0.4% -$6.07K 0.11% 92
2025
Q4 		$1.56M Sell
4,829
-710
-13% -$220K 0.13% 86
2025
Q3 		$1.75M Buy
5,539
+26
+0.5% +$7.73K 0.13% 85
2025
Q2 		$1.6M Buy
5,513
+4
+0.1% +$1.02K 0.14% 81
2025
Q1 		$1.35M Sell
5,509
-32
-0.6% -$8.16K 0.13% 84
2024
Q4 		$1.33M Buy
5,541
+4
+0.1% +$932 0.13% 84
2024
Q3 		$1.17M Sell
5,537
-69
-1% -$14.5K 0.1% 91
2024
Q2 		$1.13M Buy
5,606
+15
+0.3% +$2.93K 0.11% 93
2024
Q1 		$1.12M Buy
5,591
+4
+0.1% +$722 0.11% 93
2023
Q4 		$950K Buy
5,587
+4
+0.1% +$606 0.11% 95
2023
Q3 		$810K Sell
5,583
-572
-9% -$85.7K 0.1% 101
2023
Q2 		$895K Sell
6,155
-2,133
-26% -$293K 0.11% 92
2023
Q1 		$1.08M Buy
8,288
+313
+4% +$42.9K 0.14% 82
2022
Q4 		$1.07M Sell
7,975
-113
-1% -$14.3K 0.15% 85
2022
Q3 		$845K Sell
8,088
-103
-1% -$11.8K 0.13% 99
2022
Q2 		$922K Buy
8,191
+285
+4% +$35.3K 0.14% 87
2022
Q1 		$1.08M Buy
7,906
+828
+12% +$122K 0.15% 72
2021
Q4 		$1.12M Buy
+7,078
New +$1.16M 0.15% 68

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cardiff Park Advisors's JPM Position: Q2 2026 in Review

Cardiff Park Advisors increased its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, buying an estimated $932 and bringing the position to 4,812 shares worth $1.58M. The position accounts for 0.12% of the portfolio, ranked #90.

Cardiff Park Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q3 2025. 5,146 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cardiff Park Advisors held 4,812 shares of JPMorgan Chase worth $1.58M as of Q2 2026.
  • Cardiff Park Advisors bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.12% of Cardiff Park Advisors's portfolio in Q2 2026, its #90 holding.
  • Cardiff Park Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's JPMorgan Chase position peaked at $1.75M in Q3 2025.
  • 5,146 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.