CFGSD
Compass Financial Group (South Dakota)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
2,000
+5
| +0.3% | +$1.45K | 0.1% | 49 |
|
|
2025
Q1 | $489K | Buy |
1,995
+119
| +6% | +$29.2K | 0.09% | 55 |
|
|
2024
Q4 | $450K | Sell |
1,876
-115
| -6% | -$27.6K | 0.09% | 55 |
|
|
2024
Q3 | $420K | Buy |
1,991
+4
| +0.2% | +$844 | 0.08% | 59 |
|
|
2024
Q2 | $402K | Buy |
1,987
+5
| +0.3% | +$1.01K | 0.09% | 57 |
|
|
2024
Q1 | $397K | Buy |
1,982
+5
| +0.3% | +$1K | 0.09% | 57 |
|
|
2023
Q4 | $336K | Buy |
1,977
+7
| +0.4% | +$1.19K | 0.09% | 64 |
|
|
2023
Q3 | $286K | Buy |
1,970
+5
| +0.3% | +$725 | 0.09% | 71 |
|
|
2023
Q2 | $286K | Buy |
1,965
+13
| +0.7% | +$1.89K | 0.09% | 71 |
|
|
2023
Q1 | $254K | Buy |
1,952
+6
| +0.3% | +$782 | 0.08% | 79 |
|
|
2022
Q4 | $261K | Buy |
+1,946
| New | +$261K | 0.09% | 73 |
|