Compass Wealth Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1965653 GUILFORD, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$12,134,123

+$1,253,733 QoQ

Shares Held

37,070

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.55%

of 13F equity value

Holder Rank

#1,308

of 5,056 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compass Wealth Management LLC holds $13,452,859 across 4 Banks - Diversified names. JPM ranks #1 (90.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	37,070	$12,134,123
2	C	Citigroup Inc	5,377	$752,564
3	BNY	Bank of New York Mellon Corp	2,400	$347,064
4	BMO	Bank Of Montreal /Can/	1,240	$219,108

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,134,123	37,070	+0.2%	Shares	Sole	2026-08-10
2026-03-31	$10,880,390	36,988	-6.5%	Shares	Sole	2026-04-21
2025-12-31	$12,744,123	39,551	-3.5%	Shares	Sole	2026-02-11
2025-09-30	$12,925,375	40,977	-2.8%	Shares	Sole	2025-11-07
2025-06-30	$12,224,634	42,167	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$10,326,148	42,096	-6.3%	Shares	Sole	2025-04-29
2024-12-31	$10,774,964	44,950	-9.3%	Shares	Sole	2025-01-21
2024-09-30	$10,450,010	49,559	-4.4%	Shares	Sole	2024-10-16
2024-06-30	$10,490,417	51,866	-0.7%	Shares	Sole	2024-07-16
2024-03-31	$10,462,069	52,232	-2.3%	Shares	Sole	2024-04-05
2023-12-31	$9,096,777	53,479	-1.3%	Shares	Sole	2024-01-04
2023-09-30	$7,860,954	54,206	-1.1%	Shares	Sole	2023-10-25
2023-06-30	$7,971,130	54,807	+0.3%	Shares	Sole	2023-07-27
2023-03-31	$7,118,444	54,627	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$7,341,572	54,747	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.