GA
GoalVest Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
15,526
+347
| +2% | +$101K | 1.11% | 15 |
|
|
2025
Q1 | $3.72M | Buy |
15,179
+1,257
| +9% | +$308K | 1.02% | 17 |
|
|
2024
Q4 | $3.34M | Sell |
13,922
-285
| -2% | -$68.3K | 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% | -$204K | 0.88% | 13 |
|
|
2024
Q1 | $2.94M | Buy |
14,662
+5,993
| +69% | +$1.2M | 0.98% | 10 |
|
|
2023
Q4 | $1.47M | Buy |
8,669
+6,409
| +284% | +$1.09M | 0.65% | 15 |
|
|
2023
Q3 | $328K | Sell |
2,260
-40
| -2% | -$5.8K | 0.16% | 64 |
|
|
2023
Q2 | $335K | Buy |
2,300
+191
| +9% | +$27.8K | 0.17% | 66 |
|
|
2023
Q1 | $275K | Buy |
2,109
+802
| +61% | +$104K | 0.16% | 61 |
|
|
2022
Q4 | $175K | Hold |
1,307
| – | – | 0.11% | 78 |
|
|
2022
Q3 | $137K | Sell |
1,307
-9,678
| -88% | -$1.01M | 0.1% | 85 |
|
|
2022
Q2 | $1.24M | Sell |
10,985
-466
| -4% | -$52.5K | 0.78% | 37 |
|
|
2022
Q1 | $1.56M | Buy |
+11,451
| New | +$1.56M | 0.88% | 34 |
|
|
2021
Q2 | $1.56M | Buy |
10,036
+2,159
| +27% | +$336K | 0.97% | 26 |
|
|
2021
Q1 | $1.2M | Sell |
7,877
-590
| -7% | -$89.8K | 0.89% | 31 |
|
|
2020
Q4 | $1.08M | Buy |
+8,467
| New | +$1.08M | 0.9% | 30 |
|