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
2025 Q2	$1.02M	Buy
2025 Q1	$860K	Buy
2024 Q4	$762K	Buy
2024 Q3	$652K	Buy
2024 Q2	$618K	Hold
2024 Q1	$618K	Sell
2023 Q4	$634K	Sell
2023 Q3	$552K	Buy
2020 Q1	–	Sell
2019 Q4	$239K	Buy