Cannon Wealth Management Services’s JPMorgan Chase JPM Stock Holding History

Cannon Wealth Management Services’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	$346K	Buy	1,175 +25	+2%	+$7.59K	0.23%	61
2025 Q4	$370K	Sell	1,150 -16	-1%	-$4.95K	0.26%	58
2025 Q3	$368K	Hold	1,166	–	–	0.28%	55
2025 Q2	$338K	Buy	1,166 +3	+0.3%	+$766	0.28%	57
2025 Q1	$290K	Buy	1,163 +4	+0.3%	+$1.02K	0.26%	59
2024 Q4	$309K	Buy	1,159 +21	+2%	+$4.89K	0.27%	54
2024 Q3	$240K	Buy	+1,138	New	+$240K	0.22%	71

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cannon Wealth Management Services's JPM Position: Q1 2026 in Review

Cannon Wealth Management Services increased its JPMorgan Chase (JPM) stake by 2.2% in Q1 2026, buying an estimated $7.59K and bringing the position to 1,175 shares worth $346K. The position accounts for 0.23% of the portfolio, ranked #61.

Cannon Wealth Management Services first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $370K in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Cannon Wealth Management Services held 1,175 shares of JPMorgan Chase worth $346K as of Q1 2026.
Cannon Wealth Management Services bought 25 JPMorgan Chase shares in Q1 2026, an estimated $7.59K.
JPMorgan Chase made up 0.23% of Cannon Wealth Management Services's portfolio in Q1 2026, its #61 holding.
Cannon Wealth Management Services first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
Cannon Wealth Management Services's JPMorgan Chase position peaked at $370K in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.