ADE LLC’s JPMorgan Chase JPM Stock Holding History

ADE LLC’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	$370K	Sell	1,129 -285	-20%	-$88.5K	0.16%	66
2026 Q1	$416K	Hold	1,414	–	–	0.2%	59
2025 Q4	$456K	Hold	1,414	–	–	0.22%	57
2025 Q3	$446K	Hold	1,414	–	–	0.23%	58
2025 Q2	$410K	Sell	1,414 -445	-24%	-$114K	0.22%	54
2025 Q1	$456K	Sell	1,859 -10	-0.5%	-$2.55K	0.26%	46
2024 Q4	$448K	Buy	1,869 +72	+4%	+$16.8K	0.28%	49
2024 Q3	$379K	Hold	1,797	–	–	0.23%	54
2024 Q2	$363K	Buy	1,797 +105	+6%	+$20.5K	0.25%	51
2024 Q1	$339K	Hold	1,692	–	–	0.23%	58
2023 Q4	$288K	Hold	1,692	–	–	0.2%	65
2023 Q3	$245K	Buy	1,692 +1	+0.1%	+$150	0.19%	66
2023 Q2	$246K	Hold	1,691	–	–	0.17%	71
2023 Q1	$220K	Hold	1,691	–	–	0.16%	74
2022 Q4	$227K	Buy	+1,691	New	+$214K	0.17%	68
2022 Q3	–	Sell	-1,781	Closed	-$201K	–	64
2022 Q2	$201K	Hold	1,781	–	–	0.21%	65
2022 Q1	$243K	Sell	1,781 -127	-7%	-$18.7K	0.23%	61
2021 Q4	$301K	Buy	1,908 +127	+7%	+$20.9K	0.26%	58
2021 Q3	$292K	Sell	1,781 -601	-25%	-$94.2K	0.27%	51
2021 Q2	$370K	Sell	2,382 -7	-0.3%	-$1.1K	0.34%	43
2021 Q1	$364K	Sell	2,389 -763	-24%	-$110K	0.36%	40
2020 Q4	$401K	Buy	+3,152	New	+$352K	0.32%	44

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

ADE LLC's JPM Position: Q2 2026 in Review

ADE LLC reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2026, selling an estimated $88.5K and leaving 1,129 shares worth $370K. The position accounts for 0.16% of the portfolio, ranked #66.

ADE LLC first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $456K in Q1 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

ADE LLC held 1,129 shares of JPMorgan Chase worth $370K as of Q2 2026.
ADE LLC sold 285 JPMorgan Chase shares in Q2 2026, an estimated $88.5K.
JPMorgan Chase made up 0.16% of ADE LLC's portfolio in Q2 2026, its #66 holding.
ADE LLC first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
ADE LLC's JPMorgan Chase position peaked at $456K in Q1 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ADE LLC's 13F filing for Q2 2026, filed 4 Aug 2026.