Madison Asset Management’s JPMorgan Chase JPM Stock Holding History

Madison Asset Management’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	$41.8M	Buy	142,142 +4,274	+3%	+$1.3M	0.52%	64
2025 Q4	$44.4M	Buy	137,868 +5,285	+4%	+$1.64M	0.51%	63
2025 Q3	$41.8M	Sell	132,583 -10,637	-7%	-$3.16M	0.46%	67
2025 Q2	$41.5M	Sell	143,220 -10,434	-7%	-$2.66M	0.45%	65
2025 Q1	$37.7M	Sell	153,654 -5,353	-3%	-$1.36M	0.42%	69
2024 Q4	$38.1M	Sell	159,007 -2,926	-2%	-$682K	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%	-$2.29M	0.44%	69
2024 Q1	$37.6M	Sell	187,868 -23,770	-11%	-$4.29M	0.46%	63
2023 Q4	$36M	Sell	211,638 -44,240	-17%	-$6.7M	0.49%	65
2023 Q3	$37.1M	Sell	255,878 -63,452	-20%	-$9.51M	0.54%	65
2023 Q2	$46.4M	Sell	319,330 -1,589	-0.5%	-$219K	0.68%	52
2023 Q1	$41.8M	Sell	320,919 -86,406	-21%	-$11.8M	0.64%	55
2022 Q4	$54.6M	Buy	407,325 +6,923	+2%	+$877K	0.86%	36
2022 Q3	$41.8M	Buy	400,402 +81,152	+25%	+$9.31M	0.71%	51
2022 Q2	$36M	Buy	319,250 +1,707	+0.5%	+$211K	0.56%	67
2022 Q1	$43.3M	Sell	317,543 -3,078	-1%	-$454K	0.62%	57
2021 Q4	$50.8M	Buy	320,621 +3,737	+1%	+$614K	0.67%	56
2021 Q3	$51.9M	Sell	316,884 -9,796	-3%	-$1.54M	0.71%	53
2021 Q2	$50.8M	Buy	326,680 +19,162	+6%	+$3.01M	0.69%	52
2021 Q1	$46.8M	Sell	307,518 -38,295	-11%	-$5.51M	0.65%	59
2020 Q4	$43.9M	Buy	345,813 +6,711	+2%	+$750K	0.65%	60
2020 Q3	$32.6M	Sell	339,102 -128	-0%	-$12.6K	0.55%	67
2020 Q2	$31.9M	Sell	339,230 -79,568	-19%	-$7.55M	0.56%	67
2020 Q1	$37.7M	Buy	418,798 +1,667	+0.4%	+$203K	0.77%	45
2019 Q4	$58.1M	Buy	+417,131	New	+$53.5M	0.89%	39

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Madison Asset Management's JPM Position: Q1 2026 in Review

Madison Asset Management increased its JPMorgan Chase (JPM) stake by 3.1% in Q1 2026, buying an estimated $1.3M and bringing the position to 142,142 shares worth $41.8M. The position accounts for 0.52% of the portfolio, ranked #64.

Madison Asset Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $58.1M in Q4 2019. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Madison Asset Management held 142,142 shares of JPMorgan Chase worth $41.8M as of Q1 2026.
Madison Asset Management bought 4,274 JPMorgan Chase shares in Q1 2026, an estimated $1.3M.
JPMorgan Chase made up 0.52% of Madison Asset Management's portfolio in Q1 2026, its #64 holding.
Madison Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
Madison Asset Management's JPMorgan Chase position peaked at $58.1M in Q4 2019.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.