Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$838,292
+$58,180 QoQ
Shares Held
2,561
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,836
of 5,058 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026COMPASS CAPITAL CORP /MA/ /ADV holds $1,061,808 across 2 Banks - Diversified names. JPM ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,561 | $838,292 | |
| 2 | C |
Citigroup Inc
|
1,597 | $223,516 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,292 | 2,561 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $780,112 | 2,652 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $841,960 | 2,613 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $819,171 | 2,597 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $752,896 | 2,597 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $616,438 | 2,513 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $706,425 | 2,947 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||