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JPMorgan Chase & Co. shares owned by Compass Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Compass Financial Group from 13F filings

Historical chart of Compass Financial Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Compass Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Compass Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $632k 2.0k 315.47
2025-06-30 $580k 2.0k 289.93
2025-03-31 $489k 2.0k 245.31
2024-12-31 $450k 1.9k 239.73
2024-09-30 $420k 2.0k 210.90
2024-06-30 $402k 2.0k 202.24
2024-03-31 $397k 2.0k 200.28
2023-12-31 $336k 2.0k 170.07
2023-09-30 $286k 2.0k 145.06
2023-06-30 $286k 2.0k 145.48
2023-03-31 $254k 2.0k 130.30
2022-12-31 $261k 1.9k 134.12