JP Morgan Chase
PEO

JP Morgan Chase’s Adams Natural Resources Fund PEO Stock Holding History

JP Morgan Chase’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.6K Sell
3,406
-654
-16% -$16.5K ﹤0.01% 5854
2025
Q4 		$88.3K Buy
4,060
+45
+1% +$968 ﹤0.01% 5950
2025
Q3 		$86.4K Buy
4,015
+88
+2% +$1.9K ﹤0.01% 5978
2025
Q2 		$83.9K Buy
3,927
+43
+1% +$886 ﹤0.01% 5684
2025
Q1 		$88.6K Buy
3,884
+24
+0.6% +$538 ﹤0.01% 5631
2024
Q4 		$83.9K Sell
3,860
-106
-3% -$2.42K ﹤0.01% 5817
2024
Q3 		$88.6K Buy
3,966
+24
+0.6% +$535 ﹤0.01% 5751
2024
Q2 		$89.5K Hold
3,942
– – ﹤0.01% 5576
2024
Q1 		$87.4K Sell
3,942
-3,650
-48% -$74.5K ﹤0.01% 5728
2023
Q4 		$151K Buy
7,592
+4,097
+117% +$83.9K ﹤0.01% 5538
2023
Q3 		$77.7K Sell
3,495
-18,769
-84% -$407K ﹤0.01% 5629
2023
Q2 		$446K Buy
22,264
+16,866
+312% +$331K ﹤0.01% 4556
2023
Q1 		$107K Buy
5,398
+2,247
+71% +$46.3K ﹤0.01% 5399
2022
Q4 		$66K Buy
3,151
+187
+6% +$4.01K ﹤0.01% 5515
2022
Q3 		$55K Hold
2,964
– – ﹤0.01% 5514
2022
Q2 		$55K Hold
2,964
– – ﹤0.01% 5627
2022
Q1 		$59K Hold
2,964
– – ﹤0.01% 5729
2021
Q4 		$47K Buy
2,964
+32
+1% +$515 ﹤0.01% 5972
2021
Q3 		$44K Buy
2,932
+2,055
+234% +$29.9K ﹤0.01% 5876
2021
Q2 		$14K Hold
877
– – ﹤0.01% 5989
2021
Q1 		$12K Hold
877
– – ﹤0.01% 5777
2020
Q4 		$10K Buy
877
+30
+4% +$308 ﹤0.01% 5391
2020
Q3 		$8K Hold
847
– – ﹤0.01% 5292
2020
Q2 		$9K Hold
847
– – ﹤0.01% 5144
2020
Q1 		$7K Hold
847
– – ﹤0.01% 5094
2019
Q4 		$13K Buy
847
+40
+5% +$611 ﹤0.01% 5372
2019
Q3 		$12K Hold
807
– – ﹤0.01% 5484
2019
Q2 		$13K Hold
807
– – ﹤0.01% 5522
2019
Q1 		$13K Sell
807
-4
-0.5% -$63 ﹤0.01% 5496
2018
Q4 		$11K Buy
811
+38
+5% +$631 ﹤0.01% 5424
2018
Q3 		$15K Hold
773
– – ﹤0.01% 5457
2018
Q2 		$15K Hold
773
– – ﹤0.01% 5335
2018
Q1 		$14K Hold
773
– – ﹤0.01% 5132
2017
Q4 		$15K Buy
773
+27
+4% +$503 ﹤0.01% 5206
2017
Q3 		$14K Hold
746
– – ﹤0.01% 4672
2017
Q2 		$13K Hold
746
– – ﹤0.01% 4616
2017
Q1 		$14K Hold
746
– – ﹤0.01% 4758
2016
Q4 		$14K Buy
746
+29
+4% +$554 ﹤0.01% 4754
2016
Q3 		$14K Hold
717
– – ﹤0.01% 4250
2016
Q2 		$14K Hold
717
– – ﹤0.01% 4288
2016
Q1 		$12K Buy
717
+35
+5% +$565 ﹤0.01% 4207
2015
Q4 		$12K Buy
+682
New +$12.8K ﹤0.01% 4177
2015
Q3 		– Sell
-25,355
Closed -$545K – 4034
2015
Q2 		$545K Sell
25,355
-28,833
-53% -$665K ﹤0.01% 3531
2015
Q1 		$1.21M Sell
54,188
-1,424
-3% -$32.5K ﹤0.01% 3132
2014
Q4 		$1.28M Buy
55,612
+20,525
+58% +$510K ﹤0.01% 3223
2014
Q3 		$972K Buy
+35,087
New +$1.03M ﹤0.01% 3353

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $2.84B AUM 30.75% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

JP Morgan Chase reduced its Adams Natural Resources Fund (PEO) stake by 16% in Q1 2026, selling an estimated $16.5K and leaving 3,406 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5854.

JP Morgan Chase first reported a position in PEO in Q3 2014 and has held it in 46 quarters since. The position peaked at $1.28M in Q4 2014. 99 funds tracked by Wall St. Rank hold PEO as of Q1 2026.

  • JP Morgan Chase held 3,406 shares of Adams Natural Resources Fund worth $96.6K as of Q1 2026.
  • JP Morgan Chase sold 654 Adams Natural Resources Fund shares in Q1 2026, an estimated $16.5K.
  • Adams Natural Resources Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5854 holding.
  • JP Morgan Chase first reported a position in Adams Natural Resources Fund in Q3 2014 and has held it in 46 quarters since.
  • JP Morgan Chase's Adams Natural Resources Fund position peaked at $1.28M in Q4 2014.
  • 99 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q1 2026.

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