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JPMorgan Chase & Co. shares owned by Compass Financial Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Compass Financial Management 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 Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.0M 12k 341.79

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Invesco Qqq Trust Series 1 (QQQ)
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SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
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Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
T. Rowe Price Associates
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.