JPMorgan Chase & Co’s Advantage Solutions ADV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $127K | Sell |
95,936
-140,144
| -59% | -$185K | ﹤0.01% | 4696 |
|
2025
Q1 | $356K | Sell |
236,080
-289,402
| -55% | -$437K | ﹤0.01% | 4195 |
|
2024
Q4 | $1.53M | Buy |
525,482
+202,108
| +62% | +$590K | ﹤0.01% | 3555 |
|
2024
Q3 | $1.11M | Buy |
323,374
+174,220
| +117% | +$598K | ﹤0.01% | 3589 |
|
2024
Q2 | $480K | Buy |
149,154
+54,962
| +58% | +$177K | ﹤0.01% | 3881 |
|
2024
Q1 | $408K | Sell |
94,192
-7,720
| -8% | -$33.4K | ﹤0.01% | 4084 |
|
2023
Q4 | $369K | Buy |
101,912
+42,447
| +71% | +$154K | ﹤0.01% | 4073 |
|
2023
Q3 | $169K | Sell |
59,465
-8,658
| -13% | -$24.6K | ﹤0.01% | 4323 |
|
2023
Q2 | $159K | Sell |
68,123
-49,728
| -42% | -$116K | ﹤0.01% | 4401 |
|
2023
Q1 | $187K | Buy |
117,851
+2,777
| +2% | +$4.41K | ﹤0.01% | 4362 |
|
2022
Q4 | $239K | Buy |
115,074
+33,093
| +40% | +$68.7K | ﹤0.01% | 4122 |
|
2022
Q3 | $174K | Buy |
81,981
+196
| +0.2% | +$416 | ﹤0.01% | 4227 |
|
2022
Q2 | $311K | Sell |
81,785
-2,603
| -3% | -$9.9K | ﹤0.01% | 4116 |
|
2022
Q1 | $539K | Sell |
84,388
-32,876
| -28% | -$210K | ﹤0.01% | 3958 |
|
2021
Q4 | $940K | Buy |
117,264
+44,119
| +60% | +$354K | ﹤0.01% | 3725 |
|
2021
Q3 | $632K | Sell |
73,145
-83,706
| -53% | -$723K | ﹤0.01% | 3843 |
|
2021
Q2 | $1.69M | Buy |
156,851
+152,569
| +3,563% | +$1.65M | ﹤0.01% | 3314 |
|
2021
Q1 | $51K | Buy |
4,282
+1,404
| +49% | +$16.7K | ﹤0.01% | 4787 |
|
2020
Q4 | $38K | Sell |
2,878
-497,122
| -99% | -$6.56M | ﹤0.01% | 4499 |
|
2020
Q3 | $5.1M | Buy |
500,000
+499,900
| +499,900% | +$5.09M | ﹤0.01% | 2201 |
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4656 |
|
2020
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4600 |
|