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Compass Financial Services’s JPMorgan Chase JPM Stock Holding History

Compass Financial Services’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
Q1 		– Sell
-55
Closed -$17.8K – 156
2025
Q4 		$17.8K Hold
55
– – 0.01% 161
2025
Q3 		$17.3K Buy
+55
New +$16.4K 0.01% 172
2025
Q2 		– Sell
-31
Closed -$7.6K – 312
2025
Q1 		$7.6K Buy
+31
New +$7.9K ﹤0.01% 200

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Compass Financial Services's JPM Position: Q1 2026 in Review

Compass Financial Services sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 55 shares — an estimated $17.8K sold.

Compass Financial Services first reported a position in JPM in Q1 2025 and held it in 3 quarters. The position peaked at $17.8K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Compass Financial Services reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 55 JPMorgan Chase shares in Q1 2026, an estimated $17.8K.
  • Compass Financial Services first reported a position in JPMorgan Chase in Q1 2025 and held it in 3 quarters.
  • Compass Financial Services's JPMorgan Chase position peaked at $17.8K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.