Cannon Advisors’s JPMorgan Chase JPM Stock Holding History

Cannon 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	$2.4M	Sell	6,989 -5,502	-44%	-$1.71M	1.46%	20
2026 Q1	$3.67M	Buy	12,491 +171	+1%	+$51.9K	2.72%	10
2025 Q4	$3.79M	Sell	12,320 -814	-6%	-$252K	2.68%	11
2025 Q3	$3.87M	Sell	13,134 -38	-0.3%	-$11.3K	2.6%	11
2025 Q2	$3.82M	Buy	13,172 +308	+2%	+$78.6K	3.07%	9
2025 Q1	$3.16M	Buy	12,864 +3,412	+36%	+$870K	2.91%	11
2024 Q4	$2.27M	Sell	9,452 -325	-3%	-$75.7K	1.93%	17
2024 Q3	$2.06M	Buy	+9,777	New	+$2.06M	1.68%	21

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cannon Advisors's JPM Position: Q2 2026 in Review

Cannon Advisors reduced its JPMorgan Chase (JPM) stake by 44% in Q2 2026, selling an estimated $1.71M and leaving 6,989 shares worth $2.4M. The position accounts for 1.46% of the portfolio, ranked #20.

Cannon Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.87M in Q3 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cannon Advisors held 6,989 shares of JPMorgan Chase worth $2.4M as of Q2 2026.
Cannon Advisors sold 5,502 JPMorgan Chase shares in Q2 2026, an estimated $1.71M.
JPMorgan Chase made up 1.46% of Cannon Advisors's portfolio in Q2 2026, its #20 holding.
Cannon Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Cannon Advisors's JPMorgan Chase position peaked at $3.87M in Q3 2025.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.