JPMorgan Chase & Co. shares owned by GoalVest Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 16k | 315.44 |
| 2025-06-30 | $4.5M | 16k | 289.92 |
| 2025-03-31 | $3.7M | 15k | 245.31 |
| 2024-12-31 | $3.3M | 14k | 239.72 |
| 2024-09-30 | $3.0M | 14k | 210.87 |
| 2024-06-30 | $2.8M | 14k | 202.27 |
| 2024-03-31 | $2.9M | 15k | 200.30 |
| 2023-12-31 | $1.5M | 8.7k | 170.11 |
| 2023-09-30 | $328k | 2.3k | 145.00 |
| 2023-06-30 | $275k | 2.1k | 130.14 |
| 2023-03-31 | $275k | 2.1k | 130.29 |
| 2022-12-31 | $175k | 1.3k | 134.10 |
| 2022-09-30 | $137k | 1.3k | 104.82 |
| 2022-06-30 | $1.2M | 11k | 112.61 |
| 2022-03-31 | $1.6M | 12k | 136.32 |
| 2021-06-30 | $1.6M | 10k | 155.54 |
| 2021-03-31 | $1.2M | 7.9k | 152.22 |
| 2020-12-31 | $1.1M | 8.5k | 127.08 |