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Livermore
Livermore
ZHEN

Compass Financial Group, INC

SEC CIK
0001964835
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Compass Financial Group, INC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
2,427
Value
$794.4K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of JPM by Compass Financial Group, INC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,427$794.4K0.1%−10.0%ReducedHolders
Q1 20262,428$714.1K0.1%+380+18.6%AddedHolders
Q4 20252,048$660.0K0.1%+44+2.2%AddedHolders
Q3 20252,004$632.2K0.1%+4+0.2%AddedHolders
Q2 20252,000$579.9K0.1%+5+0.3%AddedHolders
Q1 20251,995$489.4K0.1%+119+6.3%AddedHolders
Q4 20241,876$449.7K0.1%−115−5.8%ReducedHolders
Q3 20241,991$419.9K0.1%+4+0.2%AddedHolders
Q2 20241,987$401.9K0.1%+5+0.3%AddedHolders
Q1 20241,982$397.0K0.1%+5+0.3%AddedHolders
Q4 20231,977$336.2K0.1%+7+0.4%AddedHolders
Q3 20231,970$285.8K0.1%+5+0.3%AddedHolders
Q2 20231,965$285.9K0.1%+13+0.7%AddedHolders
Q1 20231,952$254.3K0.1%+6+0.3%AddedHolders
Q4 20221,946$261.0K0.1%–No prior filingHolders