Back to JPM-PM
Compass Wealth Management LLC → JPM-PM
Compass Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$12.1M
Q3 2026
Peak value
$12.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.9M |
| Q4 2025 | $12.7M |
| Q1 2026 | $10.9M |
| Q2 2026 | $12.1M |
| Q3 2026 | $12.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.1M | 36.5K | — | — |
| Q2 2026 | $12.1M | 37.1K | — | — |
| Q1 2026 | $10.9M | 37.0K | — | — |
| Q4 2025 | $12.7M | 39.6K | — | — |
| Q3 2025 | $12.9M | 41.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B