Compass Financial Management
JPM icon

Compass Financial Management’s JPMorgan Chase JPM Stock Holding History

Compass Financial Management’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
Q3 		$4.04M Buy
12,213
+476
+4% +$166K 0.44% 52
2026
Q2 		$4.01M Buy
+11,737
New +$3.64M 0.48% 51

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Compass Financial Management's JPM Position: Q3 2026 in Review

Compass Financial Management increased its JPMorgan Chase (JPM) stake by 4.1% in Q3 2026, buying an estimated $166K and bringing the position to 12,213 shares worth $4.04M. The position accounts for 0.44% of the portfolio, ranked #52.

Compass Financial Management first reported a position in JPM in Q2 2026 and has held it in 2 quarters since. 4,283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Compass Financial Management held 12,213 shares of JPMorgan Chase worth $4.04M as of Q3 2026.
  • Compass Financial Management bought 476 JPMorgan Chase shares in Q3 2026, an estimated $166K.
  • JPMorgan Chase made up 0.44% of Compass Financial Management's portfolio in Q3 2026, its #52 holding.
  • Compass Financial Management first reported a position in JPMorgan Chase in Q2 2026 and has held it in 2 quarters since.
  • 4,283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.