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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cannon Financial Strategists's JPM Position: Q1 2026 in Review

Cannon Financial Strategists increased its JPMorgan Chase (JPM) stake by 3.3% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,611 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #66.

Cannon Financial Strategists first reported a position in JPM in Q4 2019 and has held it in 11 quarters since. The position peaked at $502K in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cannon Financial Strategists held 1,611 shares of JPMorgan Chase worth $474K as of Q1 2026.
  • Cannon Financial Strategists bought 52 JPMorgan Chase shares in Q1 2026, an estimated $15.8K.
  • JPMorgan Chase made up 0.06% of Cannon Financial Strategists's portfolio in Q1 2026, its #66 holding.
  • Cannon Financial Strategists first reported a position in JPMorgan Chase in Q4 2019 and has held it in 11 quarters since.
  • Cannon Financial Strategists's JPMorgan Chase position peaked at $502K in Q4 2025.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.