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Cannon Financial Strategists’s JPMorgan Chase JPM Stock Holding History

Cannon Financial Strategists’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 		$528K Buy
1,612
+1
+0.1% +$311 0.06% 74
2026
Q1 		$474K Buy
1,611
+52
+3% +$15.8K 0.06% 66
2025
Q4 		$502K Hold
1,559
– – 0.07% 61
2025
Q3 		$492K Buy
1,559
+17
+1% +$5.06K 0.07% 62
2025
Q2 		$447K Hold
1,542
– – 0.07% 63
2025
Q1 		$378K Hold
1,542
– – 0.06% 67
2024
Q4 		$370K Buy
1,542
+97
+7% +$22.6K 0.06% 66
2024
Q3 		$305K Sell
1,445
-218
-13% -$45.9K 0.05% 75
2024
Q2 		$336K Hold
1,663
– – 0.06% 67
2024
Q1 		$333K Buy
1,663
+218
+15% +$39.3K 0.07% 70
2023
Q4 		$246K Buy
+1,445
New +$219K 0.05% 76
2020
Q1 		– Sell
-1,507
Closed -$210K – 48
2019
Q4 		$210K Buy
+1,507
New +$193K 0.14% 50

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cannon Financial Strategists's JPM Position: Q2 2026 in Review

Cannon Financial Strategists increased its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, buying an estimated $311 and bringing the position to 1,612 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #74.

Cannon Financial Strategists first reported a position in JPM in Q4 2019 and has held it in 12 quarters since. 5,151 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cannon Financial Strategists held 1,612 shares of JPMorgan Chase worth $528K as of Q2 2026.
  • Cannon Financial Strategists bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.06% of Cannon Financial Strategists's portfolio in Q2 2026, its #74 holding.
  • Cannon Financial Strategists first reported a position in JPMorgan Chase in Q4 2019 and has held it in 12 quarters since.
  • 5,151 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.