AIM
JPM icon

Anchor Investment Management’s JPMorgan Chase JPM Stock Holding History

Anchor Investment Management’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 		$12M Buy
40,707
+577
+1% +$175K 1% 21
2025
Q4 		$12.9M Sell
40,130
-1,429
-3% -$442K 1.05% 21
2025
Q3 		$13.1M Buy
41,559
+1,262
+3% +$375K 1.09% 19
2025
Q2 		$11.7M Buy
40,297
+334
+0.8% +$85.2K 1.03% 19
2025
Q1 		$9.8M Sell
39,963
-334
-0.8% -$85.2K 0.91% 25
2024
Q4 		$9.66M Buy
40,297
+263
+0.7% +$61.3K 0.9% 25
2024
Q3 		$8.44M Buy
40,034
+41
+0.1% +$8.64K 0.8% 28
2024
Q2 		$8.09M Buy
39,993
+1,195
+3% +$234K 0.83% 29
2024
Q1 		$7.77M Buy
38,798
+3,923
+11% +$708K 0.81% 28
2023
Q4 		$5.93M Buy
34,875
+4,871
+16% +$738K 0.68% 36
2023
Q3 		$4.35M Buy
30,004
+491
+2% +$73.6K 0.57% 45
2023
Q2 		$4.29M Buy
29,513
+939
+3% +$129K 0.55% 51
2023
Q1 		$3.72M Buy
28,574
+1,309
+5% +$179K 0.51% 55
2022
Q4 		$3.66M Sell
27,265
-831
-3% -$105K 0.52% 52
2022
Q3 		$2.94M Buy
28,096
+1,071
+4% +$123K 0.46% 59
2022
Q2 		$3.04M Sell
27,025
-172
-0.6% -$21.3K 0.44% 60
2022
Q1 		$3.71M Buy
27,197
+1,844
+7% +$272K 0.47% 61
2021
Q4 		$4.01M Buy
25,353
+1,884
+8% +$309K 0.5% 58
2021
Q3 		$3.84M Buy
23,469
+917
+4% +$144K 0.53% 52
2021
Q2 		$3.51M Buy
22,552
+1,834
+9% +$288K 0.49% 62
2021
Q1 		$3.15M Buy
20,718
+638
+3% +$91.8K 0.48% 62
2020
Q4 		$2.55M Buy
20,080
+170
+0.9% +$19K 0.46% 67
2020
Q3 		$1.92M Buy
19,910
+202
+1% +$19.8K 0.39% 74
2020
Q2 		$1.85M Buy
19,708
+24
+0.1% +$2.28K 0.41% 70
2020
Q1 		$1.77M Sell
19,684
-318
-2% -$38.6K 0.46% 68
2019
Q4 		$2.79M Buy
20,002
+600
+3% +$77K 0.59% 48
2019
Q3 		$2.28M Sell
19,402
-607
-3% -$68.7K 0.53% 57
2019
Q2 		$2.24M Buy
20,009
+905
+5% +$99.8K 0.53% 54
2019
Q1 		$1.93M Buy
19,104
+353
+2% +$36.4K 0.48% 58
2018
Q4 		$1.83M Sell
18,751
-41
-0.2% -$4.37K 0.52% 54
2018
Q3 		$2.12M Sell
18,792
-84
-0.4% -$9.54K 0.49% 54
2018
Q2 		$1.97M Buy
18,876
+235
+1% +$25.8K 0.48% 58
2018
Q1 		$2.05M Sell
18,641
-109
-0.6% -$12.3K 0.54% 50
2017
Q4 		$2.01M Buy
18,750
+189
+1% +$19.1K 0.53% 57
2017
Q3 		$1.77M Buy
18,561
+1,120
+6% +$103K 0.52% 57
2017
Q2 		$1.59M Sell
17,441
-50
-0.3% -$4.31K 0.53% 55
2017
Q1 		$1.54M Sell
17,491
-233
-1% -$20.6K 0.53% 56
2016
Q4 		$1.53M Sell
17,724
-50
-0.3% -$3.81K 0.57% 50
2016
Q3 		$1.18M Sell
17,774
-249
-1% -$16.2K 0.46% 66
2016
Q2 		$1.12M Sell
18,023
-219
-1% -$13.7K 0.44% 69
2016
Q1 		$1.08M Buy
+18,242
New +$1.07M 0.44% 69

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 Investment Management's JPM Position: Q1 2026 in Review

Anchor Investment Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, buying an estimated $175K and bringing the position to 40,707 shares worth $12M. The position accounts for 1% of the portfolio, ranked #21.

Anchor Investment Management first reported a position in JPM in Q1 2016 and has held it in 41 quarters since. The position peaked at $13.1M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Anchor Investment Management held 40,707 shares of JPMorgan Chase worth $12M as of Q1 2026.
  • Anchor Investment Management bought 577 JPMorgan Chase shares in Q1 2026, an estimated $175K.
  • JPMorgan Chase made up 1% of Anchor Investment Management's portfolio in Q1 2026, its #21 holding.
  • Anchor Investment Management first reported a position in JPMorgan Chase in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's JPMorgan Chase position peaked at $13.1M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.