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JPMorgan Chase & Co. shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $408k 2.0k 202.26
2024-03-31 $404k 2.0k 200.30
2023-12-31 $343k 2.0k 170.10
2023-09-30 $290k 2.0k 145.02