Madison Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5M | Sell |
143,220
-10,434
| -7% | -$3.02M | 0.45% | 65 |
|
|
2025
Q1 | $37.7M | Sell |
153,654
-5,353
| -3% | -$1.31M | 0.42% | 69 |
|
|
2024
Q4 | $38.1M | Sell |
159,007
-2,926
| -2% | -$701K | 0.43% | 71 |
|
|
2024
Q3 | $34.1M | Sell |
161,933
-14,232
| -8% | -$3M | 0.38% | 75 |
|
|
2024
Q2 | $35.6M | Sell |
176,165
-11,703
| -6% | -$2.37M | 0.44% | 69 |
|
|
2024
Q1 | $37.6M | Sell |
187,868
-23,770
| -11% | -$4.76M | 0.46% | 63 |
|
|
2023
Q4 | $36M | Sell |
211,638
-44,240
| -17% | -$7.53M | 0.49% | 65 |
|
|
2023
Q3 | $37.1M | Sell |
255,878
-63,452
| -20% | -$9.2M | 0.54% | 65 |
|
|
2023
Q2 | $46.4M | Sell |
319,330
-1,589
| -0.5% | -$231K | 0.68% | 52 |
|
|
2023
Q1 | $41.8M | Sell |
320,919
-86,406
| -21% | -$11.3M | 0.64% | 55 |
|
|
2022
Q4 | $54.6M | Buy |
407,325
+6,923
| +2% | +$928K | 0.86% | 36 |
|
|
2022
Q3 | $41.8M | Buy |
400,402
+81,152
| +25% | +$8.48M | 0.71% | 51 |
|
|
2022
Q2 | $36M | Buy |
319,250
+1,707
| +0.5% | +$192K | 0.56% | 67 |
|
|
2022
Q1 | $43.3M | Sell |
317,543
-3,078
| -1% | -$420K | 0.62% | 57 |
|
|
2021
Q4 | $50.8M | Buy |
320,621
+3,737
| +1% | +$592K | 0.67% | 56 |
|
|
2021
Q3 | $51.9M | Sell |
316,884
-9,796
| -3% | -$1.6M | 0.71% | 53 |
|
|
2021
Q2 | $50.8M | Buy |
326,680
+19,162
| +6% | +$2.98M | 0.69% | 52 |
|
|
2021
Q1 | $46.8M | Sell |
307,518
-38,295
| -11% | -$5.83M | 0.65% | 59 |
|
|
2020
Q4 | $43.9M | Buy |
345,813
+6,711
| +2% | +$853K | 0.65% | 60 |
|
|
2020
Q3 | $32.6M | Sell |
339,102
-128
| -0% | -$12.3K | 0.55% | 67 |
|
|
2020
Q2 | $31.9M | Sell |
339,230
-79,568
| -19% | -$7.48M | 0.56% | 67 |
|
|
2020
Q1 | $37.7M | Buy |
418,798
+1,667
| +0.4% | +$150K | 0.77% | 45 |
|
|
2019
Q4 | $58.1M | Buy |
+417,131
| New | +$58.1M | 0.89% | 39 |
|