ACA
Anchor Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.7M | Sell |
154,303
-1,837
| -1% | -$533K | 1.31% | 27 |
|
|
2025
Q1 | $38.3M | Sell |
156,140
-5,744
| -4% | -$1.41M | 1.14% | 35 |
|
|
2024
Q4 | $38.8M | Sell |
161,884
-7,938
| -5% | -$1.9M | 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% | -$216K | 0.99% | 45 |
|
|
2024
Q1 | $35.2M | Sell |
175,756
-22,408
| -11% | -$4.49M | 0.92% | 47 |
|
|
2023
Q4 | $33.7M | Buy |
198,164
+1,150
| +0.6% | +$196K | 0.89% | 49 |
|
|
2023
Q3 | $28.6M | Buy |
197,014
+11,460
| +6% | +$1.66M | 0.8% | 47 |
|
|
2023
Q2 | $27M | Buy |
185,554
+14,368
| +8% | +$2.09M | 0.7% | 52 |
|
|
2023
Q1 | $22.3M | Sell |
171,186
-4,513
| -3% | -$588K | 0.59% | 58 |
|
|
2022
Q4 | $23.6M | Sell |
175,699
-17,330
| -9% | -$2.32M | 0.6% | 58 |
|
|
2022
Q3 | $20.2M | Sell |
193,029
-11,648
| -6% | -$1.22M | 0.56% | 60 |
|
|
2022
Q2 | $23M | Sell |
204,677
-21,817
| -10% | -$2.46M | 0.58% | 61 |
|
|
2022
Q1 | $30.9M | Sell |
226,494
-13,163
| -5% | -$1.79M | 0.65% | 55 |
|
|
2021
Q4 | $38M | Sell |
239,657
-9,345
| -4% | -$1.48M | 0.75% | 53 |
|
|
2021
Q3 | $40.8M | Sell |
249,002
-268
| -0.1% | -$43.9K | 0.85% | 51 |
|
|
2021
Q2 | $38.8M | Sell |
249,270
-759
| -0.3% | -$118K | 0.78% | 53 |
|
|
2021
Q1 | $38.1M | Buy |
250,029
+19,193
| +8% | +$2.92M | 0.8% | 54 |
|
|
2020
Q4 | $29.3M | Sell |
230,836
-17,125
| -7% | -$2.18M | 0.67% | 60 |
|
|
2020
Q3 | $23.9M | Buy |
247,961
+4,783
| +2% | +$460K | 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% | +$11.8M | 0.35% | 94 |
|
|
2019
Q4 | $204K | Sell |
1,464
-453
| -24% | -$63.1K | ﹤0.01% | 250 |
|
|
2019
Q3 | $226K | Buy |
+1,917
| New | +$226K | 0.01% | 246 |
|
|
2016
Q4 | – | Sell |
-4,763
| Closed | -$317K | – | 291 |
|
|
2016
Q3 | $317K | Sell |
4,763
-150
| -3% | -$9.98K | 0.01% | 244 |
|
|
2016
Q2 | $305K | Sell |
4,913
-175
| -3% | -$10.9K | 0.01% | 249 |
|
|
2016
Q1 | $301K | Sell |
5,088
-923
| -15% | -$54.6K | 0.01% | 248 |
|
|
2015
Q4 | $397K | Sell |
6,011
-1,087
| -15% | -$71.8K | 0.01% | 238 |
|
|
2015
Q3 | $433K | Buy |
7,098
+228
| +3% | +$13.9K | 0.01% | 224 |
|
|
2015
Q2 | $466K | Buy |
6,870
+60
| +0.9% | +$4.07K | 0.01% | 231 |
|
|
2015
Q1 | $413K | Sell |
6,810
-50
| -0.7% | -$3.03K | 0.01% | 235 |
|
|
2014
Q4 | $429K | Sell |
6,860
-8,509
| -55% | -$532K | 0.01% | 250 |
|
|
2014
Q3 | $926K | Sell |
15,369
-150
| -1% | -$9.04K | 0.02% | 210 |
|
|
2014
Q2 | $894K | Sell |
15,519
-291
| -2% | -$16.8K | 0.02% | 212 |
|
|
2014
Q1 | $960K | Sell |
15,810
-100
| -0.6% | -$6.07K | 0.02% | 198 |
|
|
2013
Q4 | $930K | Sell |
15,910
-340
| -2% | -$19.9K | 0.02% | 189 |
|
|
2013
Q3 | $840K | Sell |
16,250
-13,309
| -45% | -$688K | 0.02% | 186 |
|
|
2013
Q2 | $1.56M | Buy |
+29,559
| New | +$1.56M | 0.03% | 158 |
|