Ownership history in Compass Wealth Management LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 39,551 | -1,426 | -3.5% | 3.18% | $12.7M | $320.77 |
| 2025 Q3 | REDUCED | 40,977 | -1,190 | -2.8% | 2.89% | $12.9M | $312.49 |
| 2025 Q2 | ADDED | 42,167 | +71 | +0.2% | 2.91% | $12.2M | $285.83 |
| 2025 Q1 | REDUCED | 42,096 | -2,854 | -6.3% | 2.63% | $10.3M | $240.37 |
| 2024 Q4 | REDUCED | 44,950 | -4,609 | -9.3% | 2.60% | $10.8M | $233.69 |
| 2024 Q3 | REDUCED | 49,559 | -2,307 | -4.4% | 2.46% | $10.5M | $204.31 |
| 2024 Q2 | REDUCED | 51,866 | -366 | -0.7% | 2.59% | $10.5M | $194.90 |
| 2024 Q1 | REDUCED | 52,232 | -1,247 | -2.3% | 2.62% | $10.5M | $191.89 |
| 2023 Q4 | REDUCED | 53,479 | -727 | -1.3% | 2.54% | $9.1M | $161.96 |
| 2023 Q3 | REDUCED | 54,206 | -421 | -0.8% | 2.47% | $7.9M | $137.07 |
As of 2025 Q4 — sorted by position size