SEC 13F Intelligence

Compass Financial Services Inc / JPST

Compass Financial Services Inc’s J P Morgan Exchange Traded F Position

Does Compass Financial Services Inc own J P Morgan Exchange Traded F (JPST)? Yes — 399.6K shares worth $20M (+8.76% of its 13F portfolio) as of Q1 2026, down from 444.9K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
399.6K
% of Portfolio
+8.76%
Quarters Held
5
currently held

Position History JPST

Reported value by quarter
Q4 ’24: $26MQ4 ’24Q2 ’25: $23MQ2 ’25Q3 ’25: $23MQ3 ’25Q4 ’25: $23MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026399.6K$20M+8.76%
Q4 2025444.9K$23M+9.70%
Q3 2025447.0K$23M+10.03%
Q2 2025457.4K$23M+11.23%
Q4 2024513.1K$26M+14.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Financial Services Inc’s full portfolio or all institutional holders of JPST.