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Madison Wealth Management’s JPMorgan Chase JPM Stock Holding History

Madison Wealth 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
2023
Q3 		$319K Sell
2,202
-87
-4% -$13K 0.07% 128
2023
Q2 		$333K Buy
2,289
+87
+4% +$12K 0.07% 130
2023
Q1 		$287K Hold
2,202
– – 0.06% 136
2022
Q4 		$295K Sell
2,202
-508
-19% -$64.4K 0.07% 134
2022
Q3 		$283K Buy
2,710
+66
+2% +$7.57K 0.07% 138
2022
Q2 		$298K Buy
2,644
+21
+0.8% +$2.6K 0.07% 134
2022
Q1 		$358K Buy
2,623
+101
+4% +$14.9K 0.08% 126
2021
Q4 		$399K Buy
2,522
+165
+7% +$27.1K 0.08% 121
2021
Q3 		$386K Hold
2,357
– – 0.08% 118
2021
Q2 		$367K Sell
2,357
-4,545
-66% -$714K 0.08% 123
2021
Q1 		$1.05M Hold
6,902
– – 0.26% 85
2020
Q4 		$877K Sell
6,902
-101
-1% -$11.3K 0.23% 79
2020
Q3 		$674K Buy
7,003
+200
+3% +$19.6K 0.2% 82
2020
Q2 		$640K Buy
+6,803
New +$645K 0.21% 79
2020
Q1 		– Sell
-2,027
Closed -$283K – 133
2019
Q4 		$283K Buy
+2,027
New +$260K 0.08% 122

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Madison Wealth Management's JPM Position: Q3 2023 in Review

Madison Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.8% in Q3 2023, selling an estimated $13K and leaving 2,202 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #128.

Madison Wealth Management first reported a position in JPM in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.05M in Q1 2021. 3,702 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Madison Wealth Management held 2,202 shares of JPMorgan Chase worth $319K as of Q3 2023.
  • Madison Wealth Management sold 87 JPMorgan Chase shares in Q3 2023, an estimated $13K.
  • JPMorgan Chase made up 0.07% of Madison Wealth Management's portfolio in Q3 2023, its #128 holding.
  • Madison Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 15 quarters since.
  • Madison Wealth Management's JPMorgan Chase position peaked at $1.05M in Q1 2021.
  • 3,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.