COMPASS FINANCIAL MANAGEMENT LLC’s JPMorgan Chase JPM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.01M	Buy	+11,737	New	+$3.64M	0.48%	51

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's JPM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in JPMorgan Chase (JPM) in Q2 2026: 11,737 shares worth $4.01M. The stake represents 0.48% of the portfolio and ranks #51 among its holdings.

4,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 11,737 shares of JPMorgan Chase worth $4.01M as of Q2 2026.
JPMorgan Chase was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
JPMorgan Chase made up 0.48% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #51 holding.
4,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.