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Madison Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Madison Investment Advisors’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
2024
Q4 		$38.1M Buy
+159,007
New +$37M 0.43% 71

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Madison Investment Advisors's JPM Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in JPMorgan Chase (JPM) in Q4 2024: 159,007 shares worth $38.1M. The stake represents 0.43% of the portfolio and ranks #71 among its holdings.

4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Madison Investment Advisors held 159,007 shares of JPMorgan Chase worth $38.1M as of Q4 2024.
  • JPMorgan Chase was a new Madison Investment Advisors position in Q4 2024.
  • JPMorgan Chase made up 0.43% of Madison Investment Advisors's portfolio in Q4 2024, its #71 holding.
  • 4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.