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