CIA
Compass Ion Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,524
+19
| +0.5% | +$5.51K | 0.11% | 101 |
|
|
2025
Q1 | $860K | Buy |
3,505
+325
| +10% | +$79.7K | 0.1% | 114 |
|
|
2024
Q4 | $762K | Buy |
3,180
+88
| +3% | +$21.1K | 0.09% | 123 |
|
|
2024
Q3 | $652K | Buy |
3,092
+7
| +0.2% | +$1.48K | 0.08% | 140 |
|
|
2024
Q2 | $618K | Hold |
3,085
| – | – | 0.09% | 126 |
|
|
2024
Q1 | $618K | Sell |
3,085
-640
| -17% | -$128K | 0.09% | 126 |
|
|
2023
Q4 | $634K | Sell |
3,725
-82
| -2% | -$13.9K | 0.1% | 122 |
|
|
2023
Q3 | $552K | Buy |
+3,807
| New | +$552K | 0.09% | 132 |
|
|
2020
Q1 | – | Sell |
-1,718
| Closed | -$239K | – | 56 |
|
|
2019
Q4 | $239K | Buy |
+1,718
| New | +$239K | 0.12% | 44 |
|