Cardiff Park Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
5,513
+4
| +0.1% | +$1.16K | 0.14% | 80 |
|
|
2025
Q1 | $1.35M | Sell |
5,509
-32
| -0.6% | -$7.85K | 0.13% | 82 |
|
|
2024
Q4 | $1.33M | Buy |
5,541
+4
| +0.1% | +$959 | 0.13% | 82 |
|
|
2024
Q3 | $1.17M | Sell |
5,537
-69
| -1% | -$14.6K | 0.1% | 90 |
|
|
2024
Q2 | $1.13M | Buy |
5,606
+15
| +0.3% | +$3.03K | 0.11% | 92 |
|
|
2024
Q1 | $1.12M | Buy |
5,591
+4
| +0.1% | +$801 | 0.11% | 92 |
|
|
2023
Q4 | $950K | Buy |
5,587
+4
| +0.1% | +$680 | 0.11% | 94 |
|
|
2023
Q3 | $810K | Sell |
5,583
-572
| -9% | -$83K | 0.1% | 100 |
|
|
2023
Q2 | $895K | Sell |
6,155
-2,133
| -26% | -$310K | 0.11% | 91 |
|
|
2023
Q1 | $1.08M | Buy |
8,288
+313
| +4% | +$40.8K | 0.14% | 82 |
|
|
2022
Q4 | $1.07M | Sell |
7,975
-113
| -1% | -$15.2K | 0.15% | 84 |
|
|
2022
Q3 | $845K | Sell |
8,088
-103
| -1% | -$10.8K | 0.13% | 98 |
|
|
2022
Q2 | $922K | Buy |
8,191
+285
| +4% | +$32.1K | 0.14% | 86 |
|
|
2022
Q1 | $1.08M | Buy |
7,906
+828
| +12% | +$113K | 0.15% | 71 |
|
|
2021
Q4 | $1.12M | Buy |
+7,078
| New | +$1.12M | 0.15% | 67 |
|