JPMorgan Chase & Co. shares owned by Compass Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 41k | 315.43 |
| 2025-06-30 | $12M | 42k | 289.91 |
| 2025-03-31 | $10M | 42k | 245.30 |
| 2024-12-31 | $11M | 45k | 239.71 |
| 2024-09-30 | $11M | 50k | 210.86 |
| 2024-06-30 | $11M | 52k | 202.26 |
| 2024-03-31 | $11M | 52k | 200.30 |
| 2023-12-31 | $9.1M | 54k | 170.10 |
| 2023-09-30 | $7.9M | 54k | 145.02 |
| 2023-06-30 | $8.0M | 55k | 145.44 |
| 2023-03-31 | $7.1M | 55k | 130.31 |
| 2022-12-31 | $7.3M | 55k | 134.10 |