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Disclosery

Compass Financial Group, INC/SD: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Financial Group, INC/SD on JPM, newest first. How the timeline and the estimate are built.

Compass Financial Group, INC/SD held 2,431 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,431 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $804,159.

    13F-HR 0001172661-26-004500 filed by Compass Financial Group, INC/SD
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,427 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $794,412.

    13F-HR 0001172661-26-003062 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,428 shares
    Change vs previous 13F +380 shares

    0.1% of the 13F portfolio, value $714,135.

    13F-HR 0001172661-26-001559 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,048 shares
    Change vs previous 13F +44 shares

    0.09% of the 13F portfolio, value $660,048.

    13F-HR 0001172661-26-000314 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,004 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $632,195.

    13F-HR 0001172661-25-004404 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,000 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $579,862.

    13F-HR 0001172661-25-002665 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,995 shares
    Change vs previous 13F +119 shares

    0.09% of the 13F portfolio, value $489,403.

    13F-HR 0001172661-25-001786 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,876 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $449,726.

    13F-HR 0001172661-25-000422 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).