Matthew Goff Investment Advisor, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 935359 HOUSTON, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$460,880

+$46,703 QoQ

Shares Held

1,408

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#4,352

of 5,056 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Matthew Goff Investment Advisor, LLC holds $65,359,535 across 4 Banks - Diversified names. JPM ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	248,785	$35,976,798
2	BAC	Bank Of America Corp /De/	462,000	$26,324,760
3	C	Citigroup Inc	18,556	$2,597,097
4	JPM	Jpmorgan Chase & Co This page	1,408	$460,880

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$460,880	1,408	0.0%	Shares	Sole	2026-07-08
2026-03-31	$414,177	1,408	0.0%	Shares	Sole	2026-04-17
2025-12-31	$453,685	1,408	-3.4%	Shares	Sole	2026-01-14
2025-09-30	$459,896	1,458	-3.0%	Shares	Sole	2025-10-15
2025-06-30	$435,734	1,503	0.0%	Shares	Sole	2025-07-11
2025-03-31	$368,685	1,503	-8.4%	Shares	Sole	2025-04-21
2024-12-31	$393,124	1,640	0.0%	Shares	Sole	2025-01-21
2024-09-30	$345,810	1,640	0.0%	Shares	Sole	2024-10-17
2024-06-30	$331,706	1,640	0.0%	Shares	Sole	2024-07-22
2024-03-31	$328,492	1,640	0.0%	Shares	Sole	2024-04-11
2023-12-31	$278,964	1,640	0.0%	Shares	Sole	2024-01-09
2023-09-30	$237,832	1,640	-30.3%	Shares	Sole	2023-10-11
2023-06-30	$342,074	2,352	+43.4%	Shares	Sole	2023-07-12
2023-03-31	$213,708	1,640	0.0%	Shares	Sole	2023-04-13
2022-12-31	$219,924	1,640	+4.1%	Shares	Sole	2023-01-11
2022-03-31	$214,840	1,576	0.0%	Shares	Sole	2022-04-19
2021-12-31	$249,559	1,576	-1.6%	Shares	Sole	2022-01-18
2021-09-30	$262,231	1,602	0.0%	Shares	Sole	2021-10-12
2021-06-30	$249,175	1,602	-0.2%	Shares	Sole	2021-07-22
2021-03-31	$244,481	1,606	+0.2%	Shares	Sole	2021-04-21
2020-12-31	$203,566	1,602	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.