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
2025 Q2	$447K	Hold
2025 Q1	$378K	Hold
2024 Q4	$370K	Buy
2024 Q3	$305K	Sell
2024 Q2	$336K	Hold
2024 Q1	$333K	Buy
2023 Q4	$246K	Buy
2020 Q1	–	Sell
2019 Q4	$210K	Buy