Compass Wealth Management (Georgia)’s JPMorgan Chase JPM Stock Holding History

Compass Wealth Management (Georgia)’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 Q2	$218K	Buy	+667	New	+$207K	0.09%	72

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Compass Wealth Management (Georgia)'s JPM Position: Q2 2026 in Review

Compass Wealth Management (Georgia) opened a new position in JPMorgan Chase (JPM) in Q2 2026: 667 shares worth $218K. The stake represents 0.09% of the portfolio and ranks #72 among its holdings.

1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Compass Wealth Management (Georgia) held 667 shares of JPMorgan Chase worth $218K as of Q2 2026.
JPMorgan Chase was a new Compass Wealth Management (Georgia) position in Q2 2026.
JPMorgan Chase made up 0.09% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #72 holding.
1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.