Goodman Advisory Group’s JPMorgan Chase JPM Stock Holding History

Goodman 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 Q2	–	Sell	-93	Closed	-$27.4K	–	119
2026 Q1	$27.4K	Hold	93	–	–	0.01%	125
2025 Q4	$30K	Hold	93	–	–	0.01%	115
2025 Q3	$29.3K	Hold	93	–	–	0.01%	120
2025 Q2	$27K	Hold	93	–	–	0.01%	100
2025 Q1	$22.8K	Buy	+93	New	+$23.7K	0.01%	128
2024 Q4	–	Sell	-93	Closed	-$19.6K	–	119
2024 Q3	$19.6K	Hold	93	–	–	0.01%	146
2024 Q2	$18.8K	Hold	93	–	–	0.01%	139
2024 Q1	$18.6K	Hold	93	–	–	0.01%	120
2023 Q4	$15.8K	Hold	93	–	–	0.01%	115
2023 Q3	$13.5K	Sell	93 -656	-88%	-$98.3K	0.01%	121
2023 Q2	$109K	Sell	749 -40,098	-98%	-$5.52M	0.04%	69
2023 Q1	$5.32M	Buy	40,847 +8,559	+27%	+$1.17M	2.9%	15
2022 Q4	$4.33M	Buy	32,288 +32,195	+34,618%	+$4.08M	2.52%	11
2022 Q3	$10K	Hold	93	–	–	0.01%	110
2022 Q2	$10K	Buy	+93	New	+$11.5K	﹤0.01%	114

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goodman Advisory Group's JPM Position: Q2 2026 in Review

Goodman Advisory Group sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 93 shares — an estimated $27.4K sold.

Goodman Advisory Group first reported a position in JPM in Q2 2022 and held it in 15 quarters. The position peaked at $5.32M in Q1 2023. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Goodman Advisory Group reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Goodman Advisory Group sold 93 JPMorgan Chase shares in Q2 2026, an estimated $27.4K.
Goodman Advisory Group first reported a position in JPMorgan Chase in Q2 2022 and held it in 15 quarters.
Goodman Advisory Group's JPMorgan Chase position peaked at $5.32M in Q1 2023.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.