JP Morgan Chase & Co’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $294K | Buy |
|
|||||
|
2025
Q2 | $282K | Buy |
|
|||||
|
2025
Q1 | $244K | Buy |
|
|||||
|
2024
Q4 | $257K | Buy |
|
|||||
|
2024
Q3 | $259K | Buy |
|
|||||
|
2024
Q2 | $156K | Sell |
|
|||||
|
2024
Q1 | $665K | Sell |
|
|||||
|
2023
Q4 | $796K | Buy |
|
|||||
|
2023
Q3 | $306K | Sell |
|
|||||
|
2023
Q2 | $390K | Hold |
|
|||||
|
2023
Q1 | $360K | Buy |
|
|||||
|
2022
Q4 | $337K | Buy |
|
|||||
|
2022
Q3 | $89K | Buy |
|
|||||
|
2022
Q2 | $93K | Hold |
|
|||||
|
2022
Q1 | $112K | Hold |
|
|||||
|
2021
Q4 | $117K | Buy |
|
|||||
|
2021
Q3 | $104K | Hold |
|
|||||
|
2021
Q2 | $104K | Hold |
|
|||||
|
2021
Q1 | $96K | Hold |
|
|||||
|
2020
Q4 | $91K | Buy |
|
|||||
|
2020
Q3 | $81K | Hold |
|
|||||
|
2020
Q2 | $75K | Hold |
|
|||||
|
2020
Q1 | $63K | Hold |
|
|||||
|
2019
Q4 | $79K | Buy |
|
|||||
|
2019
Q3 | $73K | Hold |
|
|||||
|
2019
Q2 | $71K | Hold |
|
|||||
|
2019
Q1 | $67K | Sell |
|
|||||
|
2018
Q4 | $59K | Buy |
|
|||||
|
2018
Q3 | $68K | Hold |
|
|||||
|
2018
Q2 | $63K | Hold |
|
|||||
|
2018
Q1 | $61K | Hold |
|
|||||
|
2017
Q4 | $62K | Buy |
|
|||||
|
2017
Q3 | $58K | Hold |
|
|||||
|
2017
Q2 | $54K | Hold |
|
|||||
|
2017
Q1 | $52K | Sell |
|
|||||
|
2016
Q4 | $48K | Buy |
|
|||||
|
2016
Q3 | $47K | Hold |
|
|||||
|
2016
Q2 | $45K | Hold |
|
|||||
|
2016
Q1 | $45K | Hold |
|
|||||
|
2015
Q4 | $46K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $172K | Buy |
|