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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Madison Wealth Partners's JPM Position: Q1 2026 in Review

Madison Wealth Partners increased its JPMorgan Chase (JPM) stake by 9% in Q1 2026, buying an estimated $129K and bringing the position to 5,149 shares worth $1.51M. The position accounts for 0.24% of the portfolio, ranked #47.

Madison Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.83M in Q1 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Madison Wealth Partners held 5,149 shares of JPMorgan Chase worth $1.51M as of Q1 2026.
Madison Wealth Partners bought 424 JPMorgan Chase shares in Q1 2026, an estimated $129K.
JPMorgan Chase made up 0.24% of Madison Wealth Partners's portfolio in Q1 2026, its #47 holding.
Madison Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
Madison Wealth Partners's JPMorgan Chase position peaked at $1.83M in Q1 2025.
5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.