Ownership history in Compton Wealth Advisory Group, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Compton Wealth Advisory 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 27,599 | -200 | -0.7% | 1.94% | $8.9M | $320.77 |
| 2025 Q3 | REDUCED | 27,799 | -973 | -3.4% | 2.03% | $8.8M | $312.49 |
| 2025 Q2 | ADDED | 28,772 | +57 | +0.2% | 2.11% | $8.3M | $285.83 |
| 2025 Q1 | REDUCED | 28,715 | -1,203 | -4.0% | 1.95% | $7.0M | $240.37 |
| 2024 Q4 | ADDED | 29,918 | +472 | +1.6% | 1.85% | $7.2M | $233.69 |
| 2024 Q3 | ADDED | 29,446 | +582 | +2.0% | 1.57% | $6.2M | $204.31 |
| 2024 Q2 | ADDED | 28,864 | +901 | +3.2% | 1.56% | $5.8M | $194.90 |
| 2024 Q1 | ADDED | 27,963 | +177 | +0.6% | 1.53% | $5.6M | $191.89 |
| 2023 Q4 | ADDED | 27,786 | +3,361 | +13.8% | 1.48% | $4.7M | $161.96 |
| 2023 Q3 | ADDED | 24,425 | +915 | +3.9% | 1.22% | $3.5M | $137.07 |
As of 2025 Q4 — sorted by position size