MGIA
Matthew Goff Investment Advisor’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Hold |
1,503
| – | – | 0.08% | 76 |
|
|
2025
Q1 | $369K | Sell |
1,503
-137
| -8% | -$33.6K | 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% | -$103K | 0.06% | 84 |
|
|
2023
Q2 | $342K | Buy |
2,352
+712
| +43% | +$104K | 0.08% | 82 |
|
|
2023
Q1 | $214K | Hold |
1,640
| – | – | 0.05% | 86 |
|
|
2022
Q4 | $220K | Buy |
+1,640
| New | +$220K | 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% | -$4.12K | 0.06% | 73 |
|
|
2021
Q3 | $262K | Hold |
1,602
| – | – | 0.06% | 83 |
|
|
2021
Q2 | $249K | Sell |
1,602
-4
| -0.2% | -$622 | 0.06% | 82 |
|
|
2021
Q1 | $244K | Buy |
1,606
+4
| +0.2% | +$608 | 0.07% | 83 |
|
|
2020
Q4 | $204K | Buy |
+1,602
| New | +$204K | 0.06% | 84 |
|