JP Morgan Chase’s Advantage Solutions ADV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
CM
LGP
CMHI
AP
VCM
BCI