Elwood & Goetz Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 Q2	$1.48M	Buy	4,533 +122	+3%	+$37.9K	0.22%	38
2026 Q1	$1.3M	Sell	4,411 -9	-0.2%	-$2.73K	0.22%	39
2025 Q4	$1.42M	Buy	4,420 +281	+7%	+$87K	0.25%	35
2025 Q3	$1.31M	Buy	4,139 +1,028	+33%	+$306K	0.25%	34
2025 Q2	$902K	Buy	3,111 +638	+26%	+$163K	0.19%	39
2025 Q1	$607K	Sell	2,473 -1,176	-32%	-$300K	0.15%	42
2024 Q4	$875K	Buy	3,649 +91	+3%	+$21.2K	0.21%	34
2024 Q3	$750K	Buy	3,558 +1,540	+76%	+$324K	0.19%	39
2024 Q2	$408K	Hold	2,018	–	–	0.12%	50
2024 Q1	$404K	Hold	2,018	–	–	0.1%	58
2023 Q4	$343K	Buy	2,018 +22	+1%	+$3.33K	0.07%	61
2023 Q3	$289K	Buy	+1,996	New	+$299K	0.07%	60

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's JPM Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, buying an estimated $37.9K and bringing the position to 4,533 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #38.

Elwood & Goetz Wealth Advisory Group first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 4,533 shares of JPMorgan Chase worth $1.48M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 122 JPMorgan Chase shares in Q2 2026, an estimated $37.9K.
JPMorgan Chase made up 0.22% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #38 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.