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Madison Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Madison Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Madison Asset Management, LLC held 147,323 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,323 shares
    Change vs previous 13F +5,181 shares

    0.57% of the 13F portfolio, value $48,223,238.

    13F-HR 0001954889-26-000022 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 142,142 shares
    Change vs previous 13F +4,274 shares

    0.52% of the 13F portfolio, value $41,812,491.

    13F-HR 0001954889-26-000018 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 137,868 shares
    Change vs previous 13F +5,285 shares

    0.51% of the 13F portfolio, value $44,423,827.

    13F-HR 0001954889-26-000008 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 132,583 shares
    Change vs previous 13F -10,637 shares

    0.46% of the 13F portfolio, value $41,820,656.

    13F-HR 0001954889-25-000033 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 143,220 shares
    Change vs previous 13F -10,434 shares

    0.45% of the 13F portfolio, value $41,520,910.

    13F-HR 0001954889-25-000027 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 153,654 shares
    Change vs previous 13F -164,360 shares

    0.42% of the 13F portfolio, value $37,691,326.

    13F-HR 0001954889-25-000019 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 318,014 shares
    Change vs previous 13F +156,081 shares

    0.43% of the 13F portfolio, value $76,231,136.

    13F-HR 0001954889-25-000006 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Madison Asset Management, LLC: 159,007 shares
    • Madison Investment Advisors, LLC: 159,007 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 161,933 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $34,145,192.

    13F-HR 0001954889-24-000003 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).