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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Madrona Financial Services's JPM Position: Q2 2026 in Review

Madrona Financial Services increased its JPMorgan Chase (JPM) stake by 0.27% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,506 shares worth $493K. The position accounts for 0.09% of the portfolio, ranked #78.

Madrona Financial Services first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Madrona Financial Services held 1,506 shares of JPMorgan Chase worth $493K as of Q2 2026.
  • Madrona Financial Services bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.09% of Madrona Financial Services's portfolio in Q2 2026, its #78 holding.
  • Madrona Financial Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.