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Compton Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Compton Wealth Advisory 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 		$8.24M Buy
27,900
+301
+1% +$91.3K 1.84% 17
2025
Q4 		$8.89M Sell
27,599
-200
-0.7% -$61.9K 1.94% 18
2025
Q3 		$8.77M Sell
27,799
-973
-3% -$289K 2.03% 16
2025
Q2 		$8.34M Buy
28,772
+57
+0.2% +$14.5K 2.11% 14
2025
Q1 		$7.04M Sell
28,715
-1,203
-4% -$307K 1.95% 14
2024
Q4 		$7.17M Buy
29,918
+472
+2% +$110K 1.85% 16
2024
Q3 		$6.21M Buy
29,446
+582
+2% +$123K 1.57% 17
2024
Q2 		$5.84M Buy
28,864
+901
+3% +$176K 1.56% 16
2024
Q1 		$5.6M Buy
27,963
+177
+0.6% +$31.9K 1.53% 15
2023
Q4 		$4.73M Buy
27,786
+3,361
+14% +$509K 1.48% 16
2023
Q3 		$3.54M Buy
24,425
+915
+4% +$137K 1.22% 18
2023
Q2 		$3.42M Sell
23,510
-345
-1% -$47.5K 1.14% 21
2023
Q1 		$3.11M Sell
23,855
-1,076
-4% -$147K 1.07% 23
2022
Q4 		$3.34M Buy
24,931
+154
+0.6% +$19.5K 1.3% 19
2022
Q3 		$2.59M Sell
24,777
-2,750
-10% -$316K 1.1% 22
2022
Q2 		$3.1M Sell
27,527
-3,836
-12% -$475K 1.34% 20
2022
Q1 		$4.28M Buy
31,363
+8,729
+39% +$1.29M 1.65% 17
2021
Q4 		$3.58M Buy
22,634
+367
+2% +$60.3K 1.54% 19
2021
Q3 		$3.65M Sell
22,267
-350
-2% -$54.9K 1.71% 17
2021
Q2 		$3.52M Buy
22,617
+273
+1% +$42.9K 1.64% 17
2021
Q1 		$3.4M Buy
22,344
+701
+3% +$101K 1.95% 16
2020
Q4 		$2.75M Sell
21,643
-33
-0.2% -$3.69K 1.71% 18
2020
Q3 		$2.09M Buy
21,676
+413
+2% +$40.6K 1.56% 21
2020
Q2 		$2M Sell
21,263
-543
-2% -$51.5K 2.13% 15
2020
Q1 		$1.96M Sell
21,806
-1,082
-5% -$131K 2.55% 13
2019
Q4 		$3.19M Sell
22,888
-137
-0.6% -$17.6K 2.82% 9
2019
Q3 		$2.71M Buy
23,025
+1,799
+8% +$203K 1.49% 10
2019
Q2 		$2.37M Buy
21,226
+32
+0.2% +$3.53K 1.22% 11
2019
Q1 		$2.15M Buy
21,194
+260
+1% +$26.8K 1.14% 13
2018
Q4 		$2.04M Buy
+20,934
New +$2.23M 1.05% 13

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 Wealth Advisory Group's JPM Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, buying an estimated $91.3K and bringing the position to 27,900 shares worth $8.24M. The position accounts for 1.84% of the portfolio, ranked #17.

Compton Wealth Advisory Group first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.89M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Compton Wealth Advisory Group held 27,900 shares of JPMorgan Chase worth $8.24M as of Q1 2026.
  • Compton Wealth Advisory Group bought 301 JPMorgan Chase shares in Q1 2026, an estimated $91.3K.
  • JPMorgan Chase made up 1.84% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #17 holding.
  • Compton Wealth Advisory Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Compton Wealth Advisory Group's JPMorgan Chase position peaked at $8.89M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.