Compass Wealth Management LLC JPM Holdings History
Compass Wealth Management LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 42,096.00 shares of JPMorgan Chase & Co(JPM), totaling $10.33 Mil. This investment constitutes 2.64% of their stock portfolio, and Compass Wealth Management LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 1 purchases of JPM, at an average price of $126.75, for a total of 54,927.00 shares. In addition, there have been 8 sales at an average price of $218.39 for 12,831.00 shares. Based on historical transaction data and JPM's current price of $291.27, Compass Wealth Management LLC's estimated gain on his JPM holdings is $8.10 Mil, reflecting a 116.38% gain to date.
Compass Wealth Management LLC JPM ($291.27) Holding Chart
Compass Wealth Management LLC JPM ($291.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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