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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
Q3 		$9.03M Sell
27,106
-745
-3% -$261K 1.85% 17
2026
Q2 		$9.3M Sell
27,851
-49
-0.2% -$15.2K 1.88% 17
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 		$3.64M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Compton Wealth Advisory Group's JPM Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its JPMorgan Chase (JPM) stake by 2.7% in Q3 2026, selling an estimated $261K and leaving 27,106 shares worth $9.03M. The position accounts for 1.85% of the portfolio, ranked #17.

Compton Wealth Advisory Group first reported a position in JPM in Q4 2018 and has held it in 32 quarters since. The position peaked at $9.3M in Q2 2026. 1,110 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Compton Wealth Advisory Group held 27,106 shares of JPMorgan Chase worth $9.03M as of Q3 2026.
  • Compton Wealth Advisory Group sold 745 JPMorgan Chase shares in Q3 2026, an estimated $261K.
  • JPMorgan Chase made up 1.85% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #17 holding.
  • Compton Wealth Advisory Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 32 quarters since.
  • Compton Wealth Advisory Group's JPMorgan Chase position peaked at $9.3M in Q2 2026.
  • 1,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.