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Disclosery

Compass Wealth Management LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Wealth Management LLC on JPM, newest first. How the timeline and the estimate are built.

Compass Wealth Management LLC held 37,070 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,070 shares
    Change vs previous 13F +82 shares

    2.3% of the 13F portfolio, value $12,134,124.

    13F-HR 0001965653-26-000003 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 36,988 shares
    Change vs previous 13F -2,563 shares

    2.69% of the 13F portfolio, value $10,880,391.

    13F-HR 0001965653-26-000002 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 39,551 shares
    Change vs previous 13F -1,426 shares

    3.18% of the 13F portfolio, value $12,744,124.

    13F-HR 0001965653-26-000001 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 40,977 shares
    Change vs previous 13F -1,190 shares

    2.89% of the 13F portfolio, value $12,925,379.

    13F-HR 0001965653-25-000009 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 42,167 shares
    Change vs previous 13F +71 shares

    2.91% of the 13F portfolio, value $12,224,638.

    13F-HR 0001965653-25-000006 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 42,096 shares
    Change vs previous 13F -2,854 shares

    2.63% of the 13F portfolio, value $10,326,152.

    13F-HR 0001965653-25-000004 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 44,950 shares
    Change vs previous 13F -4,609 shares

    2.6% of the 13F portfolio, value $10,774,967.

    13F-HR 0001965653-25-000001 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 49,559 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $10,450,013.

    13F-HR 0001965653-24-000007 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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