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 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 $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

Elwood & Goetz Wealth Advisory Group's JPM Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its JPMorgan Chase (JPM) stake by 0.2% in Q1 2026, selling an estimated $2.73K and leaving 4,411 shares worth $1.3M. The position accounts for 0.22% of the portfolio, ranked #39.

Elwood & Goetz Wealth Advisory Group first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 4,411 shares of JPMorgan Chase worth $1.3M as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 9 JPMorgan Chase shares in Q1 2026, an estimated $2.73K.
JPMorgan Chase made up 0.22% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #39 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
Elwood & Goetz Wealth Advisory Group's JPMorgan Chase position peaked at $1.42M in Q4 2025.
5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.