Compass Financial Group (South Dakota)’s JPMorgan Chase JPM Stock Holding History

Compass Financial Group (South Dakota)’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
2025 Q2	$580K	Buy
2025 Q1	$489K	Buy
2024 Q4	$450K	Sell
2024 Q3	$420K	Buy
2024 Q2	$402K	Buy
2024 Q1	$397K	Buy
2023 Q4	$336K	Buy
2023 Q3	$286K	Buy
2023 Q2	$286K	Buy
2023 Q1	$254K	Buy
2022 Q4	$261K	Buy