Elwood & Goetz Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Buy |
3,111
+638
| +26% | +$185K | 0.19% | 39 |
|
|
2025
Q1 | $607K | Sell |
2,473
-1,176
| -32% | -$288K | 0.15% | 42 |
|
|
2024
Q4 | $875K | Buy |
3,649
+91
| +3% | +$21.8K | 0.21% | 34 |
|
|
2024
Q3 | $750K | Buy |
3,558
+1,540
| +76% | +$325K | 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% | +$3.74K | 0.07% | 61 |
|
|
2023
Q3 | $289K | Buy |
+1,996
| New | +$289K | 0.07% | 60 |
|