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Madison Investment Holdings’s JPMorgan Chase JPM Stock Holding History

Madison Investment Holdings’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
2019
Q3 		$55.3M Buy
469,957
+1,029
+0.2% +$116K 0.9% 36
2019
Q2 		$52.4M Buy
468,928
+237,372
+103% +$26.2M 0.93% 39
2019
Q1 		$23.4M Sell
231,556
-700
-0.3% -$72.1K 0.43% 82
2018
Q4 		$22.7M Sell
232,256
-32,463
-12% -$3.46M 0.46% 77
2018
Q3 		$29.9M Sell
264,719
-2,175
-0.8% -$247K 0.51% 69
2018
Q2 		$27.8M Sell
266,894
-32,520
-11% -$3.57M 0.5% 68
2018
Q1 		$32.9M Buy
299,414
+19,569
+7% +$2.22M 0.59% 56
2017
Q4 		$29.9M Sell
279,845
-55,611
-17% -$5.63M 0.51% 63
2017
Q3 		$32M Sell
335,456
-24,678
-7% -$2.28M 0.57% 57
2017
Q2 		$32.9M Buy
360,134
+40,270
+13% +$3.47M 0.61% 56
2017
Q1 		$28.1M Sell
319,864
-35,957
-10% -$3.17M 0.52% 67
2016
Q4 		$30.7M Sell
355,821
-200
-0.1% -$15.3K 0.59% 58
2016
Q3 		$23.7M Buy
356,021
+319,830
+884% +$20.9M 0.47% 77
2016
Q2 		$2.25M Buy
36,191
+8,929
+33% +$558K 0.05% 178
2016
Q1 		$1.61M Sell
27,262
-165
-0.6% -$9.64K 0.03% 177
2015
Q4 		$1.81M Sell
27,427
-600
-2% -$39.1K 0.04% 173
2015
Q3 		$1.71M Buy
28,027
+1,615
+6% +$106K 0.04% 175
2015
Q2 		$1.79M Sell
26,412
-440
-2% -$28.7K 0.04% 171
2015
Q1 		$1.63M Sell
26,852
-813
-3% -$48.1K 0.03% 165
2014
Q4 		$1.73M Buy
27,665
+1,485
+6% +$89.4K 0.04% 157
2014
Q3 		$1.58M Sell
26,180
-102
-0.4% -$5.96K 0.03% 162
2014
Q2 		$1.51M Sell
26,282
-70
-0.3% -$3.94K 0.03% 168
2014
Q1 		$1.6M Hold
26,352
– – 0.03% 171
2013
Q4 		$1.54M Sell
26,352
-475
-2% -$26K 0.03% 173
2013
Q3 		$1.39M Hold
26,827
– – 0.03% 172
2013
Q2 		$1.42M Buy
+26,827
New +$1.36M 0.03% 168

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madison Investment Holdings's JPM Position: Q3 2019 in Review

Madison Investment Holdings increased its JPMorgan Chase (JPM) stake by 0.22% in Q3 2019, buying an estimated $116K and bringing the position to 469,957 shares worth $55.3M. The position accounts for 0.9% of the portfolio, ranked #36.

Madison Investment Holdings first reported a position in JPM in Q2 2013 and has held it in 26 quarters since. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Madison Investment Holdings held 469,957 shares of JPMorgan Chase worth $55.3M as of Q3 2019.
  • Madison Investment Holdings bought 1,029 JPMorgan Chase shares in Q3 2019, an estimated $116K.
  • JPMorgan Chase made up 0.9% of Madison Investment Holdings's portfolio in Q3 2019, its #36 holding.
  • Madison Investment Holdings first reported a position in JPMorgan Chase in Q2 2013 and has held it in 26 quarters since.
  • 2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.