Matthew Goff Investment Advisor’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
$460K Sell
2025
Q2
$436K Hold
2025
Q1
$369K Sell
2024
Q4
$393K Hold
2024
Q3
$346K Hold
2024
Q2
$332K Hold
2024
Q1
$328K Hold
2023
Q4
$279K Hold
2023
Q3
$238K Sell
2023
Q2
$342K Buy
2023
Q1
$214K Hold
2022
Q4
$220K Buy
2022
Q2
Sell
2022
Q1
$215K Hold
2021
Q4
$250K Sell
2021
Q3
$262K Hold
2021
Q2
$249K Sell
2021
Q1
$244K Buy
2020
Q4
$204K Buy