Anchor Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
40,297
+334
| +0.8% | +$96.8K | 1.03% | 19 |
|
|
2025
Q1 | $9.8M | Sell |
39,963
-334
| -0.8% | -$81.9K | 0.91% | 25 |
|
|
2024
Q4 | $9.66M | Buy |
40,297
+263
| +0.7% | +$63K | 0.9% | 25 |
|
|
2024
Q3 | $8.44M | Buy |
40,034
+41
| +0.1% | +$8.65K | 0.8% | 28 |
|
|
2024
Q2 | $8.09M | Buy |
39,993
+1,195
| +3% | +$242K | 0.83% | 29 |
|
|
2024
Q1 | $7.77M | Buy |
38,798
+3,923
| +11% | +$786K | 0.81% | 28 |
|
|
2023
Q4 | $5.93M | Buy |
34,875
+4,871
| +16% | +$829K | 0.68% | 36 |
|
|
2023
Q3 | $4.35M | Buy |
30,004
+491
| +2% | +$71.2K | 0.57% | 45 |
|
|
2023
Q2 | $4.29M | Buy |
29,513
+939
| +3% | +$137K | 0.55% | 51 |
|
|
2023
Q1 | $3.72M | Buy |
28,574
+1,309
| +5% | +$171K | 0.51% | 55 |
|
|
2022
Q4 | $3.66M | Sell |
27,265
-831
| -3% | -$111K | 0.52% | 52 |
|
|
2022
Q3 | $2.94M | Buy |
28,096
+1,071
| +4% | +$112K | 0.46% | 59 |
|
|
2022
Q2 | $3.04M | Sell |
27,025
-172
| -0.6% | -$19.4K | 0.44% | 60 |
|
|
2022
Q1 | $3.71M | Buy |
27,197
+1,844
| +7% | +$251K | 0.47% | 61 |
|
|
2021
Q4 | $4.01M | Buy |
25,353
+1,884
| +8% | +$298K | 0.5% | 58 |
|
|
2021
Q3 | $3.84M | Buy |
23,469
+917
| +4% | +$150K | 0.53% | 52 |
|
|
2021
Q2 | $3.51M | Buy |
22,552
+1,834
| +9% | +$285K | 0.49% | 62 |
|
|
2021
Q1 | $3.15M | Buy |
20,718
+638
| +3% | +$97.1K | 0.48% | 62 |
|
|
2020
Q4 | $2.55M | Buy |
20,080
+170
| +0.9% | +$21.6K | 0.46% | 67 |
|
|
2020
Q3 | $1.92M | Buy |
19,910
+202
| +1% | +$19.4K | 0.39% | 74 |
|
|
2020
Q2 | $1.85M | Buy |
19,708
+24
| +0.1% | +$2.26K | 0.41% | 70 |
|
|
2020
Q1 | $1.77M | Sell |
19,684
-318
| -2% | -$28.6K | 0.46% | 68 |
|
|
2019
Q4 | $2.79M | Buy |
20,002
+600
| +3% | +$83.6K | 0.59% | 48 |
|
|
2019
Q3 | $2.28M | Sell |
19,402
-607
| -3% | -$71.4K | 0.53% | 57 |
|
|
2019
Q2 | $2.24M | Buy |
20,009
+905
| +5% | +$101K | 0.53% | 54 |
|
|
2019
Q1 | $1.93M | Buy |
19,104
+353
| +2% | +$35.7K | 0.48% | 58 |
|
|
2018
Q4 | $1.83M | Sell |
18,751
-41
| -0.2% | -$4K | 0.52% | 54 |
|
|
2018
Q3 | $2.12M | Sell |
18,792
-84
| -0.4% | -$9.48K | 0.49% | 54 |
|
|
2018
Q2 | $1.97M | Buy |
18,876
+235
| +1% | +$24.5K | 0.48% | 58 |
|
|
2018
Q1 | $2.05M | Sell |
18,641
-109
| -0.6% | -$12K | 0.54% | 50 |
|
|
2017
Q4 | $2.01M | Buy |
18,750
+189
| +1% | +$20.2K | 0.53% | 57 |
|
|
2017
Q3 | $1.77M | Buy |
18,561
+1,120
| +6% | +$107K | 0.52% | 57 |
|
|
2017
Q2 | $1.59M | Sell |
17,441
-50
| -0.3% | -$4.57K | 0.53% | 55 |
|
|
2017
Q1 | $1.54M | Sell |
17,491
-233
| -1% | -$20.5K | 0.53% | 56 |
|
|
2016
Q4 | $1.53M | Sell |
17,724
-50
| -0.3% | -$4.32K | 0.57% | 50 |
|
|
2016
Q3 | $1.18M | Sell |
17,774
-249
| -1% | -$16.6K | 0.46% | 66 |
|
|
2016
Q2 | $1.12M | Sell |
18,023
-219
| -1% | -$13.6K | 0.44% | 69 |
|
|
2016
Q1 | $1.08M | Buy |
+18,242
| New | +$1.08M | 0.44% | 69 |
|