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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cardiff Park Advisors's JPM Position: Q1 2026 in Review

Cardiff Park Advisors reduced its JPMorgan Chase (JPM) stake by 0.41% in Q1 2026, selling an estimated $6.07K and leaving 4,809 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #92.

Cardiff Park Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cardiff Park Advisors held 4,809 shares of JPMorgan Chase worth $1.41M as of Q1 2026.
  • Cardiff Park Advisors sold 20 JPMorgan Chase shares in Q1 2026, an estimated $6.07K.
  • JPMorgan Chase made up 0.11% of Cardiff Park Advisors's portfolio in Q1 2026, its #92 holding.
  • Cardiff Park Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's JPMorgan Chase position peaked at $1.75M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.