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GoalVest Advisory’s JPMorgan Chase JPM Stock Holding History

GoalVest Advisory’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 		$3.16M Sell
9,656
-4,676
-33% -$1.45M 0.59% 23
2026
Q1 		$4.22M Sell
14,332
-819
-5% -$249K 0.82% 19
2025
Q4 		$4.88M Sell
15,151
-672
-4% -$208K 0.94% 17
2025
Q3 		$4.99M Buy
15,823
+297
+2% +$88.3K 1.06% 15
2025
Q2 		$4.5M Buy
15,526
+347
+2% +$88.5K 1.11% 15
2025
Q1 		$3.72M Buy
15,179
+1,257
+9% +$320K 1.02% 17
2024
Q4 		$3.34M Sell
13,922
-285
-2% -$66.4K 0.92% 17
2024
Q3 		$3M Buy
14,207
+554
+4% +$117K 0.86% 14
2024
Q2 		$2.76M Sell
13,653
-1,009
-7% -$197K 0.88% 13
2024
Q1 		$2.94M Buy
14,662
+5,993
+69% +$1.08M 0.98% 10
2023
Q4 		$1.47M Buy
8,669
+6,409
+284% +$971K 0.65% 15
2023
Q3 		$328K Sell
2,260
-40
-2% -$6K 0.16% 64
2023
Q2 		$335K Buy
2,300
+191
+9% +$26.3K 0.17% 66
2023
Q1 		$275K Buy
2,109
+802
+61% +$110K 0.16% 61
2022
Q4 		$175K Hold
1,307
– – 0.11% 78
2022
Q3 		$137K Sell
1,307
-9,678
-88% -$1.11M 0.1% 85
2022
Q2 		$1.24M Sell
10,985
-466
-4% -$57.7K 0.78% 37
2022
Q1 		$1.56M Buy
+11,451
New +$1.69M 0.88% 34
2021
Q2 		$1.56M Buy
10,036
+2,159
+27% +$339K 0.97% 26
2021
Q1 		$1.2M Sell
7,877
-590
-7% -$84.9K 0.89% 31
2020
Q4 		$1.08M Buy
+8,467
New +$946K 0.9% 30

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

GoalVest Advisory's JPM Position: Q2 2026 in Review

GoalVest Advisory reduced its JPMorgan Chase (JPM) stake by 33% in Q2 2026, selling an estimated $1.45M and leaving 9,656 shares worth $3.16M. The position accounts for 0.59% of the portfolio, ranked #23.

GoalVest Advisory first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.99M in Q3 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GoalVest Advisory held 9,656 shares of JPMorgan Chase worth $3.16M as of Q2 2026.
  • GoalVest Advisory sold 4,676 JPMorgan Chase shares in Q2 2026, an estimated $1.45M.
  • JPMorgan Chase made up 0.59% of GoalVest Advisory's portfolio in Q2 2026, its #23 holding.
  • GoalVest Advisory first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's JPMorgan Chase position peaked at $4.99M in Q3 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.