JP Morgan Private Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$353K	Hold	21,232	–	–	﹤0.01%	1396
2023 Q2	$357K	Hold	21,232	–	–	﹤0.01%	1167
2023 Q1	$330K	Sell	21,232 -4,127	-16%	-$62.9K	﹤0.01%	1643
2022 Q4	$369K	Buy	25,359 +5,353	+27%	+$81.1K	﹤0.01%	1578
2022 Q3	$291K	Hold	20,006	–	–	﹤0.01%	1658
2022 Q2	$307K	Hold	20,006	–	–	﹤0.01%	1637
2022 Q1	$369K	Hold	20,006	–	–	﹤0.01%	1660
2021 Q4	$388K	Buy	+20,006	New	+$402K	﹤0.01%	1640

Other funds holding ADX

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ADX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its Adams Diversified Equity Fund (ADX) position steady in Q3 2023 at 21,232 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

JP Morgan Private Wealth Advisors first reported a position in ADX in Q4 2021 and has held it in 8 quarters since. The position peaked at $388K in Q4 2021. 154 funds tracked by Wall St. Rank hold ADX as of Q3 2023.

JP Morgan Private Wealth Advisors held 21,232 shares of Adams Diversified Equity Fund worth $353K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Adams Diversified Equity Fund share count unchanged in Q3 2023.
Adams Diversified Equity Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1396 holding.
JP Morgan Private Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Adams Diversified Equity Fund position peaked at $388K in Q4 2021.
154 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.