Madison Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Madison Wealth Partners’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
2026 Q2	$1.94M	Buy	5,929 +780	+15%	+$242K	0.25%	53
2026 Q1	$1.51M	Buy	5,149 +424	+9%	+$129K	0.24%	47
2025 Q4	$1.52M	Sell	4,725 -450	-9%	-$139K	0.28%	45
2025 Q3	$1.63M	Sell	5,175 -97	-2%	-$28.8K	0.32%	41
2025 Q2	$1.53M	Sell	5,272 -2,187	-29%	-$558K	0.33%	38
2025 Q1	$1.83M	Sell	7,459 -105	-1%	-$26.8K	0.45%	35
2024 Q4	$1.81M	Buy	7,564 +86	+1%	+$20K	0.51%	31
2024 Q3	$1.58M	Sell	7,478 -326	-4%	-$68.7K	0.47%	32
2024 Q2	$1.58M	Buy	7,804 +149	+2%	+$29.1K	0.54%	27
2024 Q1	$1.53M	Sell	7,655 -47	-0.6%	-$8.48K	0.55%	24
2023 Q4	$1.31M	Buy	7,702 +6,130	+390%	+$929K	0.52%	26
2023 Q3	$228K	Buy	1,572 +41	+3%	+$6.15K	0.12%	81
2023 Q2	$223K	Buy	+1,531	New	+$211K	0.1%	88
2023 Q1	–	Sell	-1,524	Closed	-$204K	–	87
2022 Q4	$204K	Buy	+1,524	New	+$193K	0.12%	77

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Madison Wealth Partners's JPM Position: Q2 2026 in Review

Madison Wealth Partners increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $242K and bringing the position to 5,929 shares worth $1.94M. The position accounts for 0.25% of the portfolio, ranked #53.

Madison Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Madison Wealth Partners held 5,929 shares of JPMorgan Chase worth $1.94M as of Q2 2026.
Madison Wealth Partners bought 780 JPMorgan Chase shares in Q2 2026, an estimated $242K.
JPMorgan Chase made up 0.25% of Madison Wealth Partners's portfolio in Q2 2026, its #53 holding.
Madison Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.