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
2025 Q3	$1.31M	Buy
2025 Q2	$902K	Buy
2025 Q1	$607K	Sell
2024 Q4	$875K	Buy
2024 Q3	$750K	Buy
2024 Q2	$408K	Hold
2024 Q1	$404K	Hold
2023 Q4	$343K	Buy
2023 Q3	$289K	Buy