Compton Financial Group’s JPMorgan Chase JPM Stock Holding History

Compton Financial Group’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	$725K	Hold	2,214	–	–	0.14%	38
2026 Q1	$651K	Buy	2,214 +54	+3%	+$16.4K	0.14%	35
2025 Q4	$696K	Buy	2,160 +48	+2%	+$14.9K	0.16%	22
2025 Q3	$666K	Buy	2,112 +14	+0.7%	+$4.16K	0.16%	24
2025 Q2	$608K	Hold	2,098	–	–	0.16%	25
2025 Q1	$515K	Hold	2,098	–	–	0.15%	30
2024 Q4	$503K	Hold	2,098	–	–	0.15%	16
2024 Q3	$442K	Hold	2,098	–	–	0.13%	19
2024 Q2	$424K	Sell	2,098 -67	-3%	-$13.1K	0.14%	21
2024 Q1	$434K	Sell	2,165 -30	-1%	-$5.41K	0.15%	20
2023 Q4	$373K	Buy	2,195 +30	+1%	+$4.55K	0.13%	19
2023 Q3	$314K	Hold	2,165	–	–	0.12%	21
2023 Q2	$315K	Hold	2,165	–	–	0.12%	21
2023 Q1	$282K	Buy	2,165 +67	+3%	+$9.18K	0.11%	22
2022 Q4	$281K	Hold	2,098	–	–	0.12%	23
2022 Q3	$219K	Hold	2,098	–	–	0.1%	27
2022 Q2	$236K	Hold	2,098	–	–	0.11%	29
2022 Q1	$286K	Hold	2,098	–	–	0.12%	23
2021 Q4	$332K	Hold	2,098	–	–	0.14%	19
2021 Q3	$343K	Hold	2,098	–	–	0.15%	18
2021 Q2	$326K	Hold	2,098	–	–	0.14%	18
2021 Q1	$319K	Hold	2,098	–	–	0.15%	18
2020 Q4	$293K	Buy	+2,098	New	+$235K	0.14%	19

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Compton Financial Group's JPM Position: Q2 2026 in Review

Compton Financial Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,214 shares worth $725K. The position accounts for 0.14% of the portfolio, ranked #38.

Compton Financial Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Compton Financial Group held 2,214 shares of JPMorgan Chase worth $725K as of Q2 2026.
Compton Financial Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.14% of Compton Financial Group's portfolio in Q2 2026, its #38 holding.
Compton Financial Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Compton Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.