Elwood & Goetz Wealth Advisory Group, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1752758
ATHENS, GA
Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,483,786
+$186,247 QoQ
Shares Held
4,533
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#3,258
of 5,056 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $2,294,304 across 4 Banks - Diversified names. JPM ranks #1 (64.7% of the industry book) .
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,483,786 | 4,533 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,297,539 | 4,411 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,424,212 | 4,420 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,305,564 | 4,139 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $901,910 | 3,111 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $606,626 | 2,473 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $874,701 | 3,649 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $750,239 | 3,558 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $408,160 | 2,018 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $404,205 | 2,018 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $343,261 | 2,018 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $289,459 | 1,996 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||