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Disclosery

GoalVest Advisory LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GoalVest Advisory LLC on JPM, newest first. How the timeline and the estimate are built.

GoalVest Advisory LLC held 9,710 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,710 shares
    Change vs previous 13F +54 shares

    0.56% of the 13F portfolio, value $3,212,474.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,656 shares
    Change vs previous 13F -4,676 shares

    0.59% of the 13F portfolio, value $3,160,812.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 14,332 shares
    Change vs previous 13F -819 shares

    0.82% of the 13F portfolio, value $4,216,003.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 15,151 shares
    Change vs previous 13F -672 shares

    0.94% of the 13F portfolio, value $4,882,067.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 15,823 shares
    Change vs previous 13F +297 shares

    1.06% of the 13F portfolio, value $4,991,159.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 15,526 shares
    Change vs previous 13F +347 shares

    1.11% of the 13F portfolio, value $4,501,243.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 15,179 shares
    Change vs previous 13F +1,257 shares

    1.02% of the 13F portfolio, value $3,723,494.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 13,922 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,337,326.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).