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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.

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

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Quarterly 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