JWA
COMP icon

JFS Wealth Advisors’s Compass COMP Stock Holding History

JFS Wealth Advisors’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5K Buy
122
+50
+69% +$416 ﹤0.01% 1695
2026
Q1 		$527 Hold
72
– – ﹤0.01% 1768
2025
Q4 		$762 Hold
72
– – ﹤0.01% 1746
2025
Q3 		$579 Hold
72
– – ﹤0.01% 1736
2025
Q2 		$453 Buy
+72
New +$493 ﹤0.01% 1712

Other funds holding COMP

RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return