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Compass Wealth Management, LLC

SEC CIK
0002076480
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Compass Wealth Management, LLC, 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)
667
Value
$218.3K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of JPM by Compass Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026667$218.3K0.1%+667NewHolders