JPMorgan Chase & Co’s Adams Natural Resources Fund PEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.9K | Buy |
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|
2025
Q1 | $88.6K | Buy |
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|
2024
Q4 | $83.9K | Sell |
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|
2024
Q3 | $88.6K | Buy |
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|
2024
Q2 | $89.5K | Hold |
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|
2024
Q1 | $87.4K | Sell |
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|
2023
Q4 | $151K | Buy |
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|
2023
Q3 | $77.7K | Sell |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $107K | Buy |
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|
2022
Q4 | $66K | Buy |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $59K | Hold |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $10K | Buy |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $13K | Buy |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Sell |
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|
2018
Q4 | $11K | Buy |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $15K | Buy |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | $14K | Hold |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $12K | Buy |
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|
2015
Q4 | $12K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $545K | Sell |
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|
2015
Q1 | $1.21M | Sell |
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|
2014
Q4 | $1.28M | Buy |
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|
2014
Q3 | $972K | Buy |
|