Cannon Financial Strategists’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$23.3K | 0.06% | 66 |
|
|
2024
Q3 | $305K | Sell |
1,445
-218
| -13% | -$46K | 0.05% | 75 |
|
|
2024
Q2 | $336K | Hold |
1,663
| – | – | 0.06% | 67 |
|
|
2024
Q1 | $333K | Buy |
1,663
+218
| +15% | +$43.7K | 0.07% | 70 |
|
|
2023
Q4 | $246K | Buy |
+1,445
| New | +$246K | 0.05% | 76 |
|
|
2020
Q1 | – | Sell |
-1,507
| Closed | -$210K | – | 48 |
|
|
2019
Q4 | $210K | Buy |
+1,507
| New | +$210K | 0.14% | 50 |
|