JP Morgan Chase
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JP Morgan Chase’s Compass COMP Stock Holding History

JP Morgan Chase’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
Q1 		$39.2M Buy
5,727,354
+555,738
+11% +$5.84M ﹤0.01% 1543
2025
Q4 		$54.7M Buy
5,171,616
+4,639,139
+871% +$42.3M ﹤0.01% 1312
2025
Q3 		$4.28M Sell
532,477
-714,061
-57% -$5.78M ﹤0.01% 3500
2025
Q2 		$7.83M Buy
1,246,538
+613,512
+97% +$4.2M ﹤0.01% 2764
2025
Q1 		$5.53M Sell
633,026
-1,024,104
-62% -$8.11M ﹤0.01% 3064
2024
Q4 		$9.69M Buy
1,657,130
+604,870
+57% +$3.83M ﹤0.01% 2715
2024
Q3 		$6.43M Buy
1,052,260
+378,990
+56% +$1.86M ﹤0.01% 3031
2024
Q2 		$2.42M Buy
673,270
+293,960
+77% +$1.08M ﹤0.01% 3618
2024
Q1 		$1.37M Sell
379,310
-26,750
-7% -$94.5K ﹤0.01% 4120
2023
Q4 		$1.53M Buy
406,060
+21,420
+6% +$52.9K ﹤0.01% 4033
2023
Q3 		$1.12M Sell
384,640
-841,396
-69% -$2.97M ﹤0.01% 3986
2023
Q2 		$4.29M Buy
1,226,036
+877,961
+252% +$2.88M ﹤0.01% 2991
2023
Q1 		$1.13M Buy
348,075
+71,125
+26% +$244K ﹤0.01% 3963
2022
Q4 		$646K Sell
276,950
-247,892
-47% -$650K ﹤0.01% 4354
2022
Q3 		$1.22M Sell
524,842
-449,102
-46% -$1.59M ﹤0.01% 3856
2022
Q2 		$3.52M Buy
973,944
+852,144
+700% +$4.66M ﹤0.01% 3089
2022
Q1 		$957K Sell
121,800
-90,735
-43% -$714K ﹤0.01% 4306
2021
Q4 		$1.93M Sell
212,535
-136,017
-39% -$1.49M ﹤0.01% 3894
2021
Q3 		$4.62M Buy
348,552
+288,386
+479% +$4.14M ﹤0.01% 3098
2021
Q2 		$790K Buy
+60,166
New +$938K ﹤0.01% 4429

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return