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Madden Securities’s JPMorgan Chase JPM Stock Holding History

Madden Securities’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$769K Buy
2,614
+115
+5% +$34.9K 0.23% 73
2025
Q4 		$805K Buy
2,499
+46
+2% +$14.2K 0.25% 70
2025
Q3 		$774K Sell
2,453
-118
-5% -$35.1K 0.24% 70
2025
Q2 		$745K Sell
2,571
-37
-1% -$9.44K 0.25% 69
2025
Q1 		$640K Sell
2,608
-69
-3% -$17.6K 0.25% 75
2024
Q4 		$642K Sell
2,677
-172
-6% -$40.1K 0.26% 73
2024
Q3 		$601K Hold
2,849
– – 0.26% 70
2024
Q2 		$576K Hold
2,849
– – 0.26% 69
2024
Q1 		$571K Sell
2,849
-1,671
-37% -$302K 0.26% 67
2023
Q4 		$769K Sell
4,520
-3,000
-40% -$455K 0.41% 53
2023
Q3 		$1.09M Sell
7,520
-1,000
-12% -$150K 0.62% 40
2023
Q2 		$1.24M Buy
8,520
+233
+3% +$32K 0.63% 39
2023
Q1 		$1.08M Buy
8,287
+4,990
+151% +$684K 0.57% 40
2022
Q4 		$442K Sell
3,297
-13,595
-80% -$1.72M 0.23% 70
2022
Q3 		$1.76M Sell
16,892
-9,480
-36% -$1.09M 1.07% 34
2022
Q2 		$2.97M Buy
26,372
+10,852
+70% +$1.34M 1.63% 23
2022
Q1 		$2.12M Buy
+15,520
New +$2.29M 0.95% 30
2021
Q3 		– Sell
-6,229
Closed -$969K – 127
2021
Q2 		$969K Buy
6,229
+230
+4% +$36.1K 0.51% 56
2021
Q1 		$913K Sell
5,999
-80
-1% -$11.5K 0.53% 54
2020
Q4 		$772K Sell
6,079
-170
-3% -$19K 0.5% 56
2020
Q3 		$602K Buy
+6,249
New +$614K 0.45% 67

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Madden Securities's JPM Position: Q1 2026 in Review

Madden Securities increased its JPMorgan Chase (JPM) stake by 4.6% in Q1 2026, buying an estimated $34.9K and bringing the position to 2,614 shares worth $769K. The position accounts for 0.23% of the portfolio, ranked #73.

Madden Securities first reported a position in JPM in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.97M in Q2 2022. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Madden Securities held 2,614 shares of JPMorgan Chase worth $769K as of Q1 2026.
  • Madden Securities bought 115 JPMorgan Chase shares in Q1 2026, an estimated $34.9K.
  • JPMorgan Chase made up 0.23% of Madden Securities's portfolio in Q1 2026, its #73 holding.
  • Madden Securities first reported a position in JPMorgan Chase in Q3 2020 and has held it in 21 quarters since.
  • Madden Securities's JPMorgan Chase position peaked at $2.97M in Q2 2022.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Madden Securities's 13F filing for Q1 2026, filed 5 May 2026.