Goodman Advisory Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29.3K Hold
2025
Q2
$27K Hold
2025
Q1
$22.8K Buy
2024
Q4
Sell
2024
Q3
$19.6K Hold
2024
Q2
$18.8K Hold
2024
Q1
$18.6K Hold
2023
Q4
$15.8K Hold
2023
Q3
$13.5K Sell
2023
Q2
$109K Sell
2023
Q1
$5.32M Buy
2022
Q4
$4.33M Buy
2022
Q3
$10K Hold
2022
Q2
$10K Buy