Madison Park Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Madison Park Capital 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	–	Sell	-1,950	Closed	-$411K	–	67
2024 Q3	$411K	Buy	1,950 +21	+1%	+$4.42K	0.31%	42
2024 Q2	$390K	Sell	1,929 -2	-0.1%	-$391	0.33%	42
2024 Q1	$387K	Buy	1,931 +41	+2%	+$7.4K	0.34%	41
2023 Q4	$321K	Buy	+1,890	New	+$286K	0.31%	45

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Madison Park Capital Advisors's JPM Position: Q4 2024 in Review

Madison Park Capital Advisors sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 1,950 shares — an estimated $411K sold.

Madison Park Capital Advisors first reported a position in JPM in Q4 2023 and held it in 4 quarters. The position peaked at $411K in Q3 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Madison Park Capital Advisors reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
Madison Park Capital Advisors sold 1,950 JPMorgan Chase shares in Q4 2024, an estimated $411K.
Madison Park Capital Advisors first reported a position in JPMorgan Chase in Q4 2023 and held it in 4 quarters.
Madison Park Capital Advisors's JPMorgan Chase position peaked at $411K in Q3 2024.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Madison Park Capital Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.