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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
2026
Q2 		$794K Sell
2,427
-1
-0% -$311 0.09% 56
2026
Q1 		$714K Buy
2,428
+380
+19% +$115K 0.1% 50
2025
Q4 		$660K Buy
2,048
+44
+2% +$13.6K 0.09% 50
2025
Q3 		$632K Buy
2,004
+4
+0.2% +$1.19K 0.1% 50
2025
Q2 		$580K Buy
2,000
+5
+0.3% +$1.28K 0.1% 49
2025
Q1 		$489K Buy
1,995
+119
+6% +$30.3K 0.09% 55
2024
Q4 		$450K Sell
1,876
-115
-6% -$26.8K 0.09% 55
2024
Q3 		$420K Buy
1,991
+4
+0.2% +$843 0.08% 59
2024
Q2 		$402K Buy
1,987
+5
+0.3% +$978 0.09% 57
2024
Q1 		$397K Buy
1,982
+5
+0.3% +$902 0.09% 57
2023
Q4 		$336K Buy
1,977
+7
+0.4% +$1.06K 0.09% 64
2023
Q3 		$286K Buy
1,970
+5
+0.3% +$750 0.09% 71
2023
Q2 		$286K Buy
1,965
+13
+0.7% +$1.79K 0.09% 71
2023
Q1 		$254K Buy
1,952
+6
+0.3% +$822 0.08% 79
2022
Q4 		$261K Buy
+1,946
New +$247K 0.09% 73

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Compass Financial Group (South Dakota)'s JPM Position: Q2 2026 in Review

Compass Financial Group (South Dakota) reduced its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, selling an estimated $311 and leaving 2,427 shares worth $794K. The position accounts for 0.09% of the portfolio, ranked #56.

Compass Financial Group (South Dakota) first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Compass Financial Group (South Dakota) held 2,427 shares of JPMorgan Chase worth $794K as of Q2 2026.
  • Compass Financial Group (South Dakota) sold 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.09% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #56 holding.
  • Compass Financial Group (South Dakota) first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.