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Compass Ion Advisors’s JPMorgan Chase JPM Stock Holding History

Compass Ion Advisors’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 		$1.14M Buy
3,887
+174
+5% +$52.8K 0.11% 99
2025
Q4 		$1.2M Sell
3,713
-6
-0.2% -$1.86K 0.11% 95
2025
Q3 		$1.17M Buy
3,719
+195
+6% +$58K 0.11% 96
2025
Q2 		$1.02M Buy
3,524
+19
+0.5% +$4.85K 0.11% 101
2025
Q1 		$860K Buy
3,505
+325
+10% +$82.9K 0.1% 114
2024
Q4 		$762K Buy
3,180
+88
+3% +$20.5K 0.09% 123
2024
Q3 		$652K Buy
3,092
+7
+0.2% +$1.47K 0.08% 140
2024
Q2 		$618K Hold
3,085
– – 0.09% 126
2024
Q1 		$618K Sell
3,085
-640
-17% -$115K 0.09% 126
2023
Q4 		$634K Sell
3,725
-82
-2% -$12.4K 0.1% 122
2023
Q3 		$552K Buy
+3,807
New +$571K 0.09% 132
2020
Q1 		– Sell
-1,718
Closed -$239K – 56
2019
Q4 		$239K Buy
+1,718
New +$220K 0.12% 44

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Ion Advisors's JPM Position: Q1 2026 in Review

Compass Ion Advisors increased its JPMorgan Chase (JPM) stake by 4.7% in Q1 2026, buying an estimated $52.8K and bringing the position to 3,887 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #99.

Compass Ion Advisors first reported a position in JPM in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.2M in Q4 2025. 5,062 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Compass Ion Advisors held 3,887 shares of JPMorgan Chase worth $1.14M as of Q1 2026.
  • Compass Ion Advisors bought 174 JPMorgan Chase shares in Q1 2026, an estimated $52.8K.
  • JPMorgan Chase made up 0.11% of Compass Ion Advisors's portfolio in Q1 2026, its #99 holding.
  • Compass Ion Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 12 quarters since.
  • Compass Ion Advisors's JPMorgan Chase position peaked at $1.2M in Q4 2025.
  • 5,062 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.