GoalVest Advisory LLC's ownership history for JPM

GoalVest Advisory LLC currently holds 14.3K shares with a market value of $4.2M. It started holding JPM on 2024-09-30. At its peak, it held 15.8K shares on 2025-09-30. Its highest holding value was $5.0M on 2025-09-30. At its lowest, it held 13.9K shares on 2024-12-31, with a value of $3.0M on 2024-09-30. In the recent 180 days, GoalVest Advisory LLC has decreased its shares by 1.5K. In the recent year, GoalVest Advisory LLC has decreased its shares by 847.