JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Compass Wealth Management LLC's Holding History (CIK: 0001965653)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 39,551 Value ($000) $12,744 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 40,977 Value ($000) $12,925 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 42,167 Value ($000) $12,225 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 42,096 Value ($000) $10,326 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 44,950 Value ($000) $10,775 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 49,559 Value ($000) $10,450 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 51,866 Value ($000) $10,490 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 52,232 Value ($000) $10,462 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 53,479 Value ($000) $9,097 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 54,206 Value ($000) $7,861 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 54,807 Value ($000) $7,971 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 54,627 Value ($000) $7,118 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 54,747 Value ($000) $7,342 Avg Close $117.65 Range $94.06 - $128.78