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 Q3	$1.28M	Sell	3,857 -3,132	-45%	-$1.1M	0.74%	39
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cannon Advisors's JPM Position: Q3 2026 in Review

Cannon Advisors reduced its JPMorgan Chase (JPM) stake by 45% in Q3 2026, selling an estimated $1.1M and leaving 3,857 shares worth $1.28M. The position accounts for 0.74% of the portfolio, ranked #39.

Cannon Advisors first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.87M in Q3 2025. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Cannon Advisors held 3,857 shares of JPMorgan Chase worth $1.28M as of Q3 2026.
Cannon Advisors sold 3,132 JPMorgan Chase shares in Q3 2026, an estimated $1.1M.
JPMorgan Chase made up 0.74% of Cannon Advisors's portfolio in Q3 2026, its #39 holding.
Cannon Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
Cannon Advisors's JPMorgan Chase position peaked at $3.87M in Q3 2025.
3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Cannon Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.