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 5,537 shares of JPM stock, worth $1.32 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,537
Previous 5,606 1.23%
Holding current value
$1.32 Million
Previous $1.13 Million 3.0%
% of portfolio
0.08%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$194.9 - $224.8 $13,448 - $15,511
-69 Reduced 1.23%
5,537 $1.17 Million
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 $697B
  • 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
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