Adams Diversified Equity Fund’s JPMorgan Chase JPM Stock Holding History

Adams Diversified Equity Fund’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	$67.1M	Hold	204,863	–	–	2.05%	9
2026 Q1	$60.3M	Sell	204,863 -2,000	-1%	-$607K	2.12%	9
2025 Q4	$66.7M	Buy	206,863 +3,000	+1%	+$929K	2.22%	8
2025 Q3	$64.3M	Sell	203,863 -34,200	-14%	-$10.2M	2.17%	8
2025 Q2	$69M	Hold	238,063	–	–	2.47%	8
2025 Q1	$58.4M	Buy	238,063 +27,300	+13%	+$6.96M	2.33%	7
2024 Q4	$50.5M	Sell	210,763 -52,200	-20%	-$12.2M	1.91%	9
2024 Q3	$55.4M	Sell	262,963 -41,400	-14%	-$8.72M	2.04%	7
2024 Q2	$61.6M	Hold	304,363	–	–	2.1%	7
2024 Q1	$61M	Hold	304,363	–	–	2.16%	7
2023 Q4	$51.8M	Sell	304,363 -25,400	-8%	-$3.85M	2.04%	6
2023 Q3	$47.8M	Buy	329,763 +16,700	+5%	+$2.5M	2.04%	7
2023 Q2	$45.5M	Buy	313,063 +9,576	+3%	+$1.32M	1.89%	7
2023 Q1	$39.5M	Buy	303,487 +55,600	+22%	+$7.62M	1.77%	10
2022 Q4	$33.2M	Buy	247,887 +123,187	+99%	+$15.6M	1.59%	12
2022 Q3	$13M	Hold	124,700	–	–	0.65%	66
2022 Q2	$14M	Hold	124,700	–	–	0.67%	58
2022 Q1	$17M	Sell	124,700 -65,800	-35%	-$9.71M	0.68%	56
2021 Q4	$30.2M	Hold	190,500	–	–	1.14%	24
2021 Q3	$31.2M	Sell	190,500 -85,000	-31%	-$13.3M	1.23%	18
2021 Q2	$42.9M	Sell	275,500 -25,200	-8%	-$3.96M	1.69%	11
2021 Q1	$45.8M	Hold	300,700	–	–	1.96%	7
2020 Q4	$38.2M	Buy	300,700 +16,900	+6%	+$1.89M	1.73%	10
2020 Q3	$27.3M	Sell	283,800 -63,700	-18%	-$6.26M	1.33%	17
2020 Q2	$32.7M	Sell	347,500 -17,200	-5%	-$1.63M	1.73%	8
2020 Q1	$32.8M	Buy	364,700 +26,200	+8%	+$3.18M	2.08%	7
2019 Q4	$47.2M	Hold	338,500	–	–	2.43%	7
2019 Q3	$39.8M	Buy	338,500 +40,300	+14%	+$4.56M	2.12%	6
2019 Q2	$33.3M	Hold	298,200	–	–	1.77%	10
2019 Q1	$30.2M	Sell	298,200 -41,600	-12%	-$4.29M	1.66%	15
2018 Q4	$33.2M	Buy	339,800 +20,100	+6%	+$2.14M	2.04%	8
2018 Q3	$36.1M	Hold	319,700	–	–	1.79%	12
2018 Q2	$33.3M	Buy	319,700 +27,300	+9%	+$2.99M	1.77%	13
2018 Q1	$32.2M	Buy	292,400 +114,200	+64%	+$12.9M	1.76%	11
2017 Q4	$19.1M	Hold	178,200	–	–	1.03%	39
2017 Q3	$17M	Hold	178,200	–	–	0.92%	43
2017 Q2	$16.3M	Hold	178,200	–	–	0.92%	46
2017 Q1	$15.7M	Sell	178,200 -63,000	-26%	-$5.56M	0.9%	49
2016 Q4	$20.8M	Sell	241,200 -136,900	-36%	-$10.4M	1.29%	27
2016 Q3	$23.5M	Hold	378,100	–	–	1.58%	20
2016 Q2	$23.5M	Hold	378,100	–	–	1.58%	20
2016 Q1	$22.4M	Sell	378,100 -71,900	-16%	-$4.2M	1.56%	20
2015 Q4	$29.7M	Hold	450,000	–	–	2.04%	14
2015 Q3	$27.4M	Hold	450,000	–	–	1.98%	13
2015 Q2	$30.5M	Hold	450,000	–	–	2.01%	11
2015 Q1	$27.3M	Hold	450,000	–	–	1.79%	15
2014 Q4	$28.2M	Sell	450,000 -20,000	-4%	-$1.2M	1.86%	13
2014 Q3	$28.3M	Hold	470,000	–	–	1.87%	13
2014 Q2	$27.1M	Sell	470,000 -130,000	-22%	-$7.31M	1.81%	12
2014 Q1	$36.4M	Hold	600,000	–	–	2.57%	4
2013 Q4	$35.1M	Hold	600,000	–	–	2.48%	3
2013 Q3	$31M	Hold	600,000	–	–	2.36%	4
2013 Q2	$31.7M	Buy	+600,000	New	+$30.5M	2.52%	4

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Adams Diversified Equity Fund's JPM Position: Q2 2026 in Review

Adams Diversified Equity Fund held its JPMorgan Chase (JPM) position steady in Q2 2026 at 204,863 shares worth $67.1M. The position accounts for 2.05% of the portfolio, ranked #9.

Adams Diversified Equity Fund first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $69M in Q2 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Adams Diversified Equity Fund held 204,863 shares of JPMorgan Chase worth $67.1M as of Q2 2026.
Adams Diversified Equity Fund left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 2.05% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #9 holding.
Adams Diversified Equity Fund first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
Adams Diversified Equity Fund's JPMorgan Chase position peaked at $69M in Q2 2025.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.