JP Morgan Chase’s Adit EdTech Acquisition Corp Units ADEX.U Stock Holding History

JP Morgan Chase’s Portfolio ADEX.U Stock Details ADEX.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-137,500	Closed	-$1.37M	–	7077
2021 Q3	$1.37M	Hold	137,500	–	–	﹤0.01%	4072
2021 Q2	$1.38M	Hold	137,500	–	–	﹤0.01%	4066
2021 Q1	$1.35M	Buy	+137,500	New	+$1.41M	﹤0.01%	3997

Other funds holding ADEX.U

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KJHP

K.J. Harrison & Partners Toronto, Ontario, Canada $608M AUM 45.31% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

JP Morgan Chase's ADEX.U Position: Q4 2021 in Review

JP Morgan Chase sold out of Adit EdTech Acquisition Corp Units (ADEX.U) in Q4 2021, closing a stake of 137,500 shares — an estimated $1.37M sold.

JP Morgan Chase first reported a position in ADEX.U in Q1 2021 and held it in 3 quarters. The position peaked at $1.38M in Q2 2021. 14 funds tracked by Wall St. Rank hold ADEX.U as of Q4 2021.

JP Morgan Chase reported no remaining Adit EdTech Acquisition Corp Units position as of Q4 2021 after selling out during the quarter.
JP Morgan Chase sold 137,500 Adit EdTech Acquisition Corp Units shares in Q4 2021, an estimated $1.37M.
JP Morgan Chase first reported a position in Adit EdTech Acquisition Corp Units in Q1 2021 and held it in 3 quarters.
JP Morgan Chase's Adit EdTech Acquisition Corp Units position peaked at $1.38M in Q2 2021.
14 funds tracked by Wall St. Rank held Adit EdTech Acquisition Corp Units as of Q4 2021.

Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.