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