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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Compton Financial Group's JPM Position: Q1 2026 in Review

Compton Financial Group increased its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, buying an estimated $16.4K and bringing the position to 2,214 shares worth $651K. The position accounts for 0.14% of the portfolio, ranked #35.

Compton Financial Group first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $696K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Compton Financial Group held 2,214 shares of JPMorgan Chase worth $651K as of Q1 2026.
  • Compton Financial Group bought 54 JPMorgan Chase shares in Q1 2026, an estimated $16.4K.
  • JPMorgan Chase made up 0.14% of Compton Financial Group's portfolio in Q1 2026, its #35 holding.
  • Compton Financial Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Compton Financial Group's JPMorgan Chase position peaked at $696K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Compton Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.