JPMorgan Chase & Co. shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Madison Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.2k | 315.40 |
| 2025-06-30 | $1.5M | 5.3k | 289.94 |
| 2025-03-31 | $1.8M | 7.5k | 245.31 |
| 2024-12-31 | $1.8M | 7.6k | 239.72 |
| 2024-09-30 | $1.6M | 7.5k | 210.86 |
| 2024-06-30 | $1.6M | 7.8k | 202.27 |
| 2024-03-31 | $1.5M | 7.7k | 200.30 |
| 2023-12-31 | $1.3M | 7.7k | 170.11 |
| 2023-09-30 | $228k | 1.6k | 145.03 |
| 2023-06-30 | $223k | 1.5k | 145.42 |
| 2022-12-31 | $204k | 1.5k | 134.10 |