JPMorgan Chase & Co. shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Compass Ion Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $652k | 3.1k | 210.86 |
2024-06-30 | $618k | 3.1k | 200.28 |
2024-03-31 | $618k | 3.1k | 200.28 |
2023-12-31 | $634k | 3.7k | 170.10 |
2023-09-30 | $552k | 3.8k | 145.04 |
2019-12-31 | $239k | 1.7k | 139.12 |