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Anchor Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Anchor Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.4M Buy
151,088
+1,969
+1% +$598K 1.27% 31
2025
Q4 		$48M Sell
149,119
-2,289
-2% -$709K 1.39% 23
2025
Q3 		$47.8M Sell
151,408
-2,895
-2% -$861K 1.38% 25
2025
Q2 		$44.7M Sell
154,303
-1,837
-1% -$469K 1.31% 27
2025
Q1 		$38.3M Sell
156,140
-5,744
-4% -$1.46M 1.14% 35
2024
Q4 		$38.8M Sell
161,884
-7,938
-5% -$1.85M 1.11% 34
2024
Q3 		$35.8M Sell
169,822
-4,868
-3% -$1.03M 0.95% 45
2024
Q2 		$35.3M Sell
174,690
-1,066
-0.6% -$208K 0.99% 45
2024
Q1 		$35.2M Sell
175,756
-22,408
-11% -$4.04M 0.92% 47
2023
Q4 		$33.7M Buy
198,164
+1,150
+0.6% +$174K 0.89% 49
2023
Q3 		$28.6M Buy
197,014
+11,460
+6% +$1.72M 0.8% 47
2023
Q2 		$27M Buy
185,554
+14,368
+8% +$1.98M 0.7% 52
2023
Q1 		$22.3M Sell
171,186
-4,513
-3% -$618K 0.59% 58
2022
Q4 		$23.6M Sell
175,699
-17,330
-9% -$2.2M 0.6% 58
2022
Q3 		$20.2M Sell
193,029
-11,648
-6% -$1.34M 0.56% 60
2022
Q2 		$23M Sell
204,677
-21,817
-10% -$2.7M 0.58% 61
2022
Q1 		$30.9M Sell
226,494
-13,163
-5% -$1.94M 0.65% 55
2021
Q4 		$38M Sell
239,657
-9,345
-4% -$1.53M 0.75% 53
2021
Q3 		$40.8M Sell
249,002
-268
-0.1% -$42K 0.85% 51
2021
Q2 		$38.8M Sell
249,270
-759
-0.3% -$119K 0.78% 53
2021
Q1 		$38.1M Buy
250,029
+19,193
+8% +$2.76M 0.8% 54
2020
Q4 		$29.3M Sell
230,836
-17,125
-7% -$1.91M 0.67% 60
2020
Q3 		$23.9M Buy
247,961
+4,783
+2% +$470K 0.61% 64
2020
Q2 		$22.9M Buy
243,178
+111,167
+84% +$10.5M 0.59% 70
2020
Q1 		$11.9M Buy
132,011
+130,547
+8,917% +$15.9M 0.35% 94
2019
Q4 		$204K Sell
1,464
-453
-24% -$58.1K ﹤0.01% 250
2019
Q3 		$226K Buy
+1,917
New +$217K 0.01% 246
2016
Q4 		– Sell
-4,763
Closed -$317K – 292
2016
Q3 		$317K Sell
4,763
-150
-3% -$9.78K 0.01% 245
2016
Q2 		$305K Sell
4,913
-175
-3% -$10.9K 0.01% 250
2016
Q1 		$301K Sell
5,088
-923
-15% -$53.9K 0.01% 249
2015
Q4 		$397K Sell
6,011
-1,087
-15% -$70.8K 0.01% 238
2015
Q3 		$433K Buy
7,098
+228
+3% +$14.9K 0.01% 224
2015
Q2 		$466K Buy
6,870
+60
+0.9% +$3.92K 0.01% 231
2015
Q1 		$413K Sell
6,810
-50
-0.7% -$2.96K 0.01% 235
2014
Q4 		$429K Sell
6,860
-8,509
-55% -$512K 0.01% 250
2014
Q3 		$926K Sell
15,369
-150
-1% -$8.77K 0.02% 210
2014
Q2 		$894K Sell
15,519
-291
-2% -$16.4K 0.02% 212
2014
Q1 		$960K Sell
15,810
-100
-0.6% -$5.78K 0.02% 198
2013
Q4 		$930K Sell
15,910
-340
-2% -$18.6K 0.02% 189
2013
Q3 		$840K Sell
16,250
-13,309
-45% -$714K 0.02% 186
2013
Q2 		$1.56M Buy
+29,559
New +$1.5M 0.03% 158

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Anchor Capital Advisors's JPM Position: Q1 2026 in Review

Anchor Capital Advisors increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, buying an estimated $598K and bringing the position to 151,088 shares worth $44.4M. The position accounts for 1.27% of the portfolio, ranked #31.

Anchor Capital Advisors first reported a position in JPM in Q2 2013 and has held it in 41 quarters since. The position peaked at $48M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Anchor Capital Advisors held 151,088 shares of JPMorgan Chase worth $44.4M as of Q1 2026.
  • Anchor Capital Advisors bought 1,969 JPMorgan Chase shares in Q1 2026, an estimated $598K.
  • JPMorgan Chase made up 1.27% of Anchor Capital Advisors's portfolio in Q1 2026, its #31 holding.
  • Anchor Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 41 quarters since.
  • Anchor Capital Advisors's JPMorgan Chase position peaked at $48M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.