JP Morgan Chase’s Adams Diversified Equity Fund ADX Stock Holding History

JP Morgan Chase’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$991K	Buy	47,079 +32,740	+228%	+$751K	﹤0.01%	4620
2025 Q4	$334K	Buy	14,339 +1,170	+9%	+$26.8K	﹤0.01%	5265
2025 Q3	$294K	Buy	13,169 +166	+1%	+$3.63K	﹤0.01%	5311
2025 Q2	$282K	Buy	13,003 +166	+1%	+$3.27K	﹤0.01%	5060
2025 Q1	$244K	Buy	12,837 +136	+1%	+$2.73K	﹤0.01%	5156
2024 Q4	$257K	Buy	12,701 +702	+6%	+$15K	﹤0.01%	5369
2024 Q3	$259K	Buy	11,999 +4,741	+65%	+$101K	﹤0.01%	5292
2024 Q2	$156K	Sell	7,258 -26,835	-79%	-$535K	﹤0.01%	5279
2024 Q1	$665K	Sell	34,093 -10,867	-24%	-$202K	﹤0.01%	4621
2023 Q4	$796K	Buy	44,960 +26,564	+144%	+$451K	﹤0.01%	4497
2023 Q3	$306K	Sell	18,396 -4,806	-21%	-$82.6K	﹤0.01%	4775
2023 Q2	$390K	Hold	23,202	–	–	﹤0.01%	4643
2023 Q1	$360K	Buy	23,202 +49	+0.2%	+$746	﹤0.01%	4699
2022 Q4	$337K	Buy	23,153 +17,003	+276%	+$258K	﹤0.01%	4756
2022 Q3	$89K	Buy	6,150 +100	+2%	+$1.61K	﹤0.01%	5332
2022 Q2	$93K	Hold	6,050	–	–	﹤0.01%	5441
2022 Q1	$112K	Hold	6,050	–	–	﹤0.01%	5453
2021 Q4	$117K	Buy	6,050 +779	+15%	+$15.7K	﹤0.01%	5606
2021 Q3	$104K	Hold	5,271	–	–	﹤0.01%	5541
2021 Q2	$104K	Hold	5,271	–	–	﹤0.01%	5527
2021 Q1	$96K	Hold	5,271	–	–	﹤0.01%	5381
2020 Q4	$91K	Buy	5,271 +257	+5%	+$4.31K	﹤0.01%	5017
2020 Q3	$81K	Hold	5,014	–	–	﹤0.01%	4788
2020 Q2	$75K	Hold	5,014	–	–	﹤0.01%	4672
2020 Q1	$63K	Hold	5,014	–	–	﹤0.01%	4666
2019 Q4	$79K	Buy	5,014 +379	+8%	+$6.03K	﹤0.01%	4974
2019 Q3	$73K	Hold	4,635	–	–	﹤0.01%	5008
2019 Q2	$71K	Hold	4,635	–	–	﹤0.01%	5042
2019 Q1	$67K	Sell	4,635 -3	-0.1%	-$41	﹤0.01%	5014
2018 Q4	$59K	Buy	4,638 +542	+13%	+$7.97K	﹤0.01%	5021
2018 Q3	$68K	Hold	4,096	–	–	﹤0.01%	5079
2018 Q2	$63K	Hold	4,096	–	–	﹤0.01%	4992
2018 Q1	$61K	Hold	4,096	–	–	﹤0.01%	4748
2017 Q4	$62K	Buy	4,096 +294	+8%	+$4.49K	﹤0.01%	4821
2017 Q3	$58K	Hold	3,802	–	–	﹤0.01%	4436
2017 Q2	$54K	Hold	3,802	–	–	﹤0.01%	4332
2017 Q1	$52K	Sell	3,802 -1	-0%	-$13	﹤0.01%	4515
2016 Q4	$48K	Buy	3,803 +236	+7%	+$3.03K	﹤0.01%	4560
2016 Q3	$47K	Hold	3,567	–	–	﹤0.01%	4047
2016 Q2	$45K	Hold	3,567	–	–	﹤0.01%	4069
2016 Q1	$45K	Hold	3,567	–	–	﹤0.01%	3919
2015 Q4	$46K	Buy	+3,567	New	+$47K	﹤0.01%	3932
2014 Q2	–	Sell	-13,227	Closed	-$172K	–	3500
2014 Q1	$172K	Buy	+13,227	New	+$169K	﹤0.01%	3430

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's ADX Position: Q1 2026 in Review

JP Morgan Chase increased its Adams Diversified Equity Fund (ADX) stake by 228% in Q1 2026, buying an estimated $751K and bringing the position to 47,079 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #4620.

JP Morgan Chase first reported a position in ADX in Q1 2014 and has held it in 43 quarters since. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

JP Morgan Chase held 47,079 shares of Adams Diversified Equity Fund worth $991K as of Q1 2026.
JP Morgan Chase bought 32,740 Adams Diversified Equity Fund shares in Q1 2026, an estimated $751K.
Adams Diversified Equity Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4620 holding.
JP Morgan Chase first reported a position in Adams Diversified Equity Fund in Q1 2014 and has held it in 43 quarters since.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.