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Compass Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Compass Financial Advisors’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
2023
Q2 		– Sell
-18,398
Closed -$2.4M – 48
2023
Q1 		$2.4M Sell
18,398
-82
-0.4% -$11.2K 3.04% 3
2022
Q4 		$2.48M Buy
18,480
+565
+3% +$71.6K 3.34% 3
2022
Q3 		$1.87M Buy
17,915
+265
+2% +$30.4K 2.78% 3
2022
Q2 		$1.99M Buy
17,650
+157
+0.9% +$19.5K 2.71% 3
2022
Q1 		$2.38M Buy
17,493
+946
+6% +$140K 2.64% 3
2021
Q4 		$2.62M Buy
+16,547
New +$2.72M 2.89% 3

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Compass Financial Advisors's JPM Position: Q2 2023 in Review

Compass Financial Advisors sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 18,398 shares — an estimated $2.4M sold.

Compass Financial Advisors first reported a position in JPM in Q4 2021 and held it in 6 quarters. The position peaked at $2.62M in Q4 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • Compass Financial Advisors reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 18,398 JPMorgan Chase shares in Q2 2023, an estimated $2.4M.
  • Compass Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's JPMorgan Chase position peaked at $2.62M in Q4 2021.
  • 3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.