A detailed history of Cardiff Park Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 5,606 shares of JPM stock, worth $1.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,606
Previous 5,591 0.27%
Holding current value
$1.25 Million
Previous $1.12 Million 1.25%
% of portfolio
0.09%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $2,701 - $3,071
15 Added 0.27%
5,606 $1.13 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $668 - $801
4 Added 0.07%
5,591 $1.12 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $542 - $681
4 Added 0.07%
5,587 $950,000
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $81,916 - $90,376
-572 Reduced 9.29%
5,583 $809,000
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $271,893 - $310,223
-2,133 Reduced 25.74%
6,155 $895,000
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $39,096 - $45,009
313 Added 3.92%
8,288 $1.08 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $11,521 - $15,575
-113 Reduced 1.4%
7,975 $1.07 Million
Q3 2022

Nov 08, 2022

SELL
$20.73 - $120.58 $2,135 - $12,419
-103 Reduced 1.26%
8,088 $845,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $32,093 - $38,734
285 Added 3.6%
8,191 $922,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $106,232 - $139,468
828 Added 11.7%
7,906 $1.08 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $1.09 Million - $1.22 Million
7,078 New
7,078 $1.12 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $654B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Cardiff Park Advisors, LLC Portfolio

Follow Cardiff Park Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardiff Park Advisors, LLC with notifications on news.