Matthew Goff Investment Advisor’s JPMorgan Chase JPM Stock Holding History

Matthew Goff Investment Advisor’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	$461K	Hold	1,408	–	–	0.08%	75
2026 Q1	$414K	Hold	1,408	–	–	0.07%	88
2025 Q4	$454K	Sell	1,408 -50	-3%	-$15.5K	0.08%	69
2025 Q3	$460K	Sell	1,458 -45	-3%	-$13.4K	0.08%	74
2025 Q2	$436K	Hold	1,503	–	–	0.08%	76
2025 Q1	$369K	Sell	1,503 -137	-8%	-$34.9K	0.07%	86
2024 Q4	$393K	Hold	1,640	–	–	0.07%	83
2024 Q3	$346K	Hold	1,640	–	–	0.07%	89
2024 Q2	$332K	Hold	1,640	–	–	0.07%	87
2024 Q1	$328K	Hold	1,640	–	–	0.07%	82
2023 Q4	$279K	Hold	1,640	–	–	0.06%	84
2023 Q3	$238K	Sell	1,640 -712	-30%	-$107K	0.06%	84
2023 Q2	$342K	Buy	2,352 +712	+43%	+$97.9K	0.08%	82
2023 Q1	$214K	Hold	1,640	–	–	0.05%	86
2022 Q4	$220K	Buy	+1,640	New	+$208K	0.06%	83
2022 Q2	–	Sell	-1,576	Closed	-$215K	–	84
2022 Q1	$215K	Hold	1,576	–	–	0.05%	78
2021 Q4	$250K	Sell	1,576 -26	-2%	-$4.27K	0.06%	73
2021 Q3	$262K	Hold	1,602	–	–	0.06%	83
2021 Q2	$249K	Sell	1,602 -4	-0.2%	-$628	0.06%	82
2021 Q1	$244K	Buy	1,606 +4	+0.2%	+$575	0.07%	83
2020 Q4	$204K	Buy	+1,602	New	+$179K	0.06%	84

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

Matthew Goff Investment Advisor's JPM Position: Q2 2026 in Review

Matthew Goff Investment Advisor held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,408 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #75.

Matthew Goff Investment Advisor first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Matthew Goff Investment Advisor held 1,408 shares of JPMorgan Chase worth $461K as of Q2 2026.
Matthew Goff Investment Advisor left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.08% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #75 holding.
Matthew Goff Investment Advisor first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.