Madison Investment Holdings’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $55.3M | Buy |
469,957
+1,029
| +0.2% | +$121K | 0.9% | 36 |
|
|
2019
Q2 | $52.4M | Buy |
468,928
+237,372
| +103% | +$26.5M | 0.93% | 39 |
|
|
2019
Q1 | $23.4M | Sell |
231,556
-700
| -0.3% | -$70.9K | 0.43% | 82 |
|
|
2018
Q4 | $22.7M | Sell |
232,256
-32,463
| -12% | -$3.17M | 0.46% | 77 |
|
|
2018
Q3 | $29.9M | Sell |
264,719
-2,175
| -0.8% | -$245K | 0.51% | 69 |
|
|
2018
Q2 | $27.8M | Sell |
266,894
-32,520
| -11% | -$3.39M | 0.5% | 68 |
|
|
2018
Q1 | $32.9M | Buy |
299,414
+19,569
| +7% | +$2.15M | 0.59% | 56 |
|
|
2017
Q4 | $29.9M | Sell |
279,845
-55,611
| -17% | -$5.95M | 0.51% | 63 |
|
|
2017
Q3 | $32M | Sell |
335,456
-24,678
| -7% | -$2.36M | 0.57% | 57 |
|
|
2017
Q2 | $32.9M | Buy |
360,134
+40,270
| +13% | +$3.68M | 0.61% | 56 |
|
|
2017
Q1 | $28.1M | Sell |
319,864
-35,957
| -10% | -$3.16M | 0.52% | 67 |
|
|
2016
Q4 | $30.7M | Sell |
355,821
-200
| -0.1% | -$17.3K | 0.59% | 58 |
|
|
2016
Q3 | $23.7M | Buy |
356,021
+319,830
| +884% | +$21.3M | 0.47% | 77 |
|
|
2016
Q2 | $2.25M | Buy |
36,191
+8,929
| +33% | +$555K | 0.05% | 178 |
|
|
2016
Q1 | $1.61M | Sell |
27,262
-165
| -0.6% | -$9.77K | 0.03% | 177 |
|
|
2015
Q4 | $1.81M | Sell |
27,427
-600
| -2% | -$39.6K | 0.04% | 173 |
|
|
2015
Q3 | $1.71M | Buy |
28,027
+1,615
| +6% | +$98.5K | 0.04% | 175 |
|
|
2015
Q2 | $1.79M | Sell |
26,412
-440
| -2% | -$29.8K | 0.04% | 171 |
|
|
2015
Q1 | $1.63M | Sell |
26,852
-813
| -3% | -$49.3K | 0.03% | 165 |
|
|
2014
Q4 | $1.73M | Buy |
27,665
+1,485
| +6% | +$92.9K | 0.04% | 157 |
|
|
2014
Q3 | $1.58M | Sell |
26,180
-102
| -0.4% | -$6.14K | 0.03% | 162 |
|
|
2014
Q2 | $1.51M | Sell |
26,282
-70
| -0.3% | -$4.03K | 0.03% | 168 |
|
|
2014
Q1 | $1.6M | Hold |
26,352
| – | – | 0.03% | 171 |
|
|
2013
Q4 | $1.54M | Sell |
26,352
-475
| -2% | -$27.8K | 0.03% | 173 |
|
|
2013
Q3 | $1.39M | Hold |
26,827
| – | – | 0.03% | 172 |
|
|
2013
Q2 | $1.42M | Buy |
+26,827
| New | +$1.42M | 0.03% | 168 |
|