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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Quarterly reported holdings in JPMorgan Chase & Co. by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.7k | 315.45 |
| 2025-06-30 | $1.0M | 3.5k | 289.87 |
| 2025-03-31 | $860k | 3.5k | 245.33 |
| 2024-12-31 | $762k | 3.2k | 239.69 |
| 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 |