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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
1,166
+3
+0.3% +$869 0.28% 57
2025
Q1
$290K Buy
1,163
+4
+0.3% +$997 0.26% 59
2024
Q4
$309K Buy
1,159
+21
+2% +$5.6K 0.27% 54
2024
Q3
$240K Buy
+1,138
New +$240K 0.22% 71