JPM — Jpmorgan Chase & Co

Ownership history in Compton Financial Group, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Compton Financial Group, 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.

Peak position
0.16% (2025 Q3)
Avg. % of fund
0.13%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,160 +48 +2.3% 0.16% $696K $320.77
2025 Q3 ADDED 2,112 +14 +0.7% 0.16% $666K $312.49
2025 Q2 UNCHANGED 2,098 — 0% 0.16% $608K $285.83
2025 Q1 UNCHANGED 2,098 — 0% 0.15% $515K $240.37
2024 Q4 UNCHANGED 2,098 — 0% 0.15% $503K $233.69
2024 Q3 UNCHANGED 2,098 — 0% 0.13% $442K $204.31
2024 Q2 REDUCED 2,098 -67 -3.1% 0.14% $424K $194.90
2024 Q1 REDUCED 2,165 -30 -1.4% 0.15% $434K $191.89
2023 Q4 ADDED 2,195 +30 +1.4% 0.13% $373K $161.96
2023 Q3 UNCHANGED 2,165 — 0% 0.12% $314K $137.07
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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