Madrona Financial Services
JPM icon

Madrona Financial Services’s JPMorgan Chase JPM Stock Holding History

Madrona Financial Services’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
Q3 		$496K Sell
1,500
-6
-0.4% -$2.1K 0.08% 91
2026
Q2 		$493K Buy
1,506
+4
+0.3% +$1.24K 0.09% 78
2026
Q1 		$442K Buy
1,502
+52
+4% +$15.8K 0.1% 70
2025
Q4 		$467K Sell
1,450
-69
-5% -$21.4K 0.1% 72
2025
Q3 		$479K Buy
1,519
+50
+3% +$14.9K 0.11% 66
2025
Q2 		$426K Buy
1,469
+194
+15% +$49.5K 0.1% 67
2025
Q1 		$313K Sell
1,275
-1
-0.1% -$255 0.09% 76
2024
Q4 		$306K Sell
1,276
-48
-4% -$11.2K 0.08% 82
2024
Q3 		$279K Buy
1,324
+34
+3% +$7.16K 0.08% 79
2024
Q2 		$261K Sell
1,290
-11
-0.8% -$2.15K 0.08% 77
2024
Q1 		$261K Buy
+1,301
New +$235K 0.09% 74

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Madrona Financial Services's JPM Position: Q3 2026 in Review

Madrona Financial Services reduced its JPMorgan Chase (JPM) stake by 0.4% in Q3 2026, selling an estimated $2.1K and leaving 1,500 shares worth $496K. The position accounts for 0.08% of the portfolio, ranked #91.

Madrona Financial Services first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Madrona Financial Services held 1,500 shares of JPMorgan Chase worth $496K as of Q3 2026.
  • Madrona Financial Services sold 6 JPMorgan Chase shares in Q3 2026, an estimated $2.1K.
  • JPMorgan Chase made up 0.08% of Madrona Financial Services's portfolio in Q3 2026, its #91 holding.
  • Madrona Financial Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.