A detailed history of Compass Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Compass Wealth Management LLC holds 49,559 shares of JPM stock, worth $12.1 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
49,559
Previous 51,866 4.45%
Holding current value
$12.1 Million
Previous $10.5 Billion 0.39%
% of portfolio
2.46%
Previous 2.59%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$194.9 - $224.8 $449,634 - $518,613
-2,307 Reduced 4.45%
49,559 $10.5 Billion
Q2 2024

Jul 16, 2024

SELL
$180.08 - $204.79 $65,909 - $74,953
-366 Reduced 0.7%
51,866 $10.5 Billion
Q1 2024

Apr 05, 2024

SELL
$167.09 - $200.3 $208,361 - $249,774
-1,247 Reduced 2.33%
52,232 $10.5 Billion
Q4 2023

Jan 04, 2024

SELL
$135.69 - $170.3 $98,646 - $123,808
-727 Reduced 1.34%
53,479 $9.1 Billion
Q3 2023

Oct 25, 2023

SELL
$143.21 - $158.0 $86,069 - $94,958
-601 Reduced 1.1%
54,206 $7.86 Billion
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $22,944 - $26,179
180 Added 0.33%
54,807 $7.97 Billion
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $14,989 - $17,256
-120 Reduced 0.22%
54,627 $7.12 Billion
Q4 2022

Feb 17, 2023

BUY
$101.96 - $137.84 $5.58 Million - $7.55 Million
54,747 New
54,747 $7.34 Billion

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $714B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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