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 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 $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

Goodman Advisory Group's JPM Position: Q1 2026 in Review

Goodman Advisory Group held its JPMorgan Chase (JPM) position steady in Q1 2026 at 93 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #125.

Goodman Advisory Group first reported a position in JPM in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.32M in Q1 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Goodman Advisory Group held 93 shares of JPMorgan Chase worth $27.4K as of Q1 2026.
Goodman Advisory Group left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.01% of Goodman Advisory Group's portfolio in Q1 2026, its #125 holding.
Goodman Advisory Group first reported a position in JPMorgan Chase in Q2 2022 and has held it in 15 quarters since.
Goodman Advisory Group's JPMorgan Chase position peaked at $5.32M in Q1 2023.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.