JP Morgan Chase
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JP Morgan Chase’s Advantage Solutions ADV Stock Holding History

JP Morgan Chase’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.1K Buy
1,797
+48
+3% +$1.7K ﹤0.01% 6180
2026
Q1 		$48.1K Sell
1,749
-3,429
-66% -$66K ﹤0.01% 6216
2025
Q4 		$114K Sell
5,178
-1,676
-24% -$48.4K ﹤0.01% 5817
2025
Q3 		$262K Buy
6,854
+3,017
+79% +$125K ﹤0.01% 5371
2025
Q2 		$127K Sell
3,837
-5,606
-59% -$185K ﹤0.01% 5497
2025
Q1 		$356K Sell
9,443
-11,576
-55% -$675K ﹤0.01% 4971
2024
Q4 		$1.53M Buy
21,019
+8,084
+62% +$660K ﹤0.01% 4342
2024
Q3 		$1.11M Buy
12,935
+6,969
+117% +$642K ﹤0.01% 4401
2024
Q2 		$480K Buy
5,966
+2,198
+58% +$205K ﹤0.01% 4715
2024
Q1 		$408K Sell
3,768
-308
-8% -$30.3K ﹤0.01% 4937
2023
Q4 		$369K Buy
4,076
+1,697
+71% +$121K ﹤0.01% 4982
2023
Q3 		$169K Sell
2,379
-346
-13% -$23K ﹤0.01% 5168
2023
Q2 		$159K Sell
2,725
-1,989
-42% -$85.1K ﹤0.01% 5212
2023
Q1 		$187K Buy
4,714
+111
+2% +$6.27K ﹤0.01% 5104
2022
Q4 		$239K Buy
4,603
+1,324
+40% +$83.2K ﹤0.01% 4942
2022
Q3 		$174K Buy
3,279
+8
+0.2% +$738 ﹤0.01% 5017
2022
Q2 		$311K Sell
3,271
-105
-3% -$12.7K ﹤0.01% 4834
2022
Q1 		$539K Sell
3,376
-1,315
-28% -$228K ﹤0.01% 4659
2021
Q4 		$940K Buy
4,691
+1,765
+60% +$363K ﹤0.01% 4438
2021
Q3 		$632K Sell
2,926
-3,348
-53% -$785K ﹤0.01% 4589
2021
Q2 		$1.69M Buy
6,274
+6,103
+3,569% +$1.88M ﹤0.01% 3911
2021
Q1 		$51K Buy
171
+56
+49% +$14.9K ﹤0.01% 5525
2020
Q4 		$38K Sell
115
-19,885
-99% -$5.23M ﹤0.01% 5210
2020
Q3 		$5.09M Buy
20,000
+19,996
+499,900% +$5.41M ﹤0.01% 2551
2020
Q2 		$1K Hold
4
– – ﹤0.01% 5285
2020
Q1 		$1K Buy
+4
New +$1.08K ﹤0.01% 5199

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase's ADV Position: Q2 2026 in Review

JP Morgan Chase increased its Advantage Solutions (ADV) stake by 2.7% in Q2 2026, buying an estimated $1.7K and bringing the position to 1,797 shares worth $84.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6180.

JP Morgan Chase first reported a position in ADV in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.09M in Q3 2020. 87 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • JP Morgan Chase held 1,797 shares of Advantage Solutions worth $84.1K as of Q2 2026.
  • JP Morgan Chase bought 48 Advantage Solutions shares in Q2 2026, an estimated $1.7K.
  • Advantage Solutions made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6180 holding.
  • JP Morgan Chase first reported a position in Advantage Solutions in Q1 2020 and has held it in 26 quarters since.
  • JP Morgan Chase's Advantage Solutions position peaked at $5.09M in Q3 2020.
  • 87 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.