AA
Ancora Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6M | Sell |
305,757
-895
| -0.3% | -$259K | 1.84% | 9 |
|
|
2025
Q1 | $75.2M | Sell |
306,652
-1,544
| -0.5% | -$379K | 1.68% | 11 |
|
|
2024
Q4 | $73.9M | Buy |
308,196
+4,125
| +1% | +$989K | 1.65% | 11 |
|
|
2024
Q3 | $64.1M | Buy |
304,071
+2,930
| +1% | +$618K | 1.46% | 12 |
|
|
2024
Q2 | $60.9M | Sell |
301,141
-2,825
| -0.9% | -$571K | 1.51% | 11 |
|
|
2024
Q1 | $60.9M | Buy |
303,966
+3,619
| +1% | +$725K | 1.38% | 14 |
|
|
2023
Q4 | $51.1M | Buy |
300,347
+201
| +0.1% | +$34.2K | 1.2% | 16 |
|
|
2023
Q3 | $43.5M | Buy |
300,146
+1,130
| +0.4% | +$164K | 1.16% | 19 |
|
|
2023
Q2 | $43.5M | Sell |
299,016
-3,034
| -1% | -$441K | 1.14% | 16 |
|
|
2023
Q1 | $39.4M | Sell |
302,050
-15,471
| -5% | -$2.02M | 1.12% | 17 |
|
|
2022
Q4 | $42.6M | Buy |
317,521
+393
| +0.1% | +$52.7K | 1.23% | 16 |
|
|
2022
Q3 | $33.1M | Buy |
317,128
+6,909
| +2% | +$722K | 1.02% | 18 |
|
|
2022
Q2 | $34.9M | Buy |
310,219
+7,665
| +3% | +$863K | 0.98% | 17 |
|
|
2022
Q1 | $41.2M | Sell |
302,554
-628
| -0.2% | -$85.6K | 1% | 16 |
|
|
2021
Q4 | $48M | Buy |
303,182
+3,995
| +1% | +$633K | 1.14% | 13 |
|
|
2021
Q3 | $49M | Buy |
299,187
+9,830
| +3% | +$1.61M | 1.27% | 9 |
|
|
2021
Q2 | $45M | Sell |
289,357
-2,951
| -1% | -$459K | 1.18% | 9 |
|
|
2021
Q1 | $44.5M | Sell |
292,308
-620
| -0.2% | -$94.4K | 1.23% | 8 |
|
|
2020
Q4 | $37.2M | Buy |
292,928
+5,261
| +2% | +$669K | 1.2% | 11 |
|
|
2020
Q3 | $27.7M | Buy |
287,667
+16,835
| +6% | +$1.62M | 1.1% | 14 |
|
|
2020
Q2 | $25.5M | Buy |
270,832
+13,951
| +5% | +$1.31M | 1.07% | 13 |
|
|
2020
Q1 | $23.1M | Buy |
256,881
+26,451
| +11% | +$2.38M | 1.07% | 12 |
|
|
2019
Q4 | $32.1M | Buy |
230,430
+5,893
| +3% | +$821K | 1.2% | 9 |
|
|
2019
Q3 | $26.4M | Sell |
224,537
-955
| -0.4% | -$112K | 1.15% | 9 |
|
|
2019
Q2 | $25.2M | Buy |
225,492
+6,806
| +3% | +$761K | 1.13% | 8 |
|
|
2019
Q1 | $22.1M | Buy |
218,686
+10,820
| +5% | +$1.1M | 1% | 12 |
|
|
2018
Q4 | $20.3M | Buy |
207,866
+6,261
| +3% | +$611K | 0.98% | 13 |
|
|
2018
Q3 | $22.8M | Buy |
201,605
+38,031
| +23% | +$4.29M | 0.88% | 12 |
|
|
2018
Q2 | $17M | Buy |
163,574
+8,046
| +5% | +$838K | 0.74% | 22 |
|
|
2018
Q1 | $17.1M | Buy |
155,528
+14,279
| +10% | +$1.57M | 0.77% | 23 |
|
|
2017
Q4 | $15.1M | Buy |
141,249
+10,750
| +8% | +$1.15M | 0.81% | 25 |
|
|
2017
Q3 | $12.5M | Buy |
130,499
+11,422
| +10% | +$1.09M | 0.72% | 26 |
|
|
2017
Q2 | $10.9M | Buy |
119,077
+22,564
| +23% | +$2.06M | 0.7% | 24 |
|
|
2017
Q1 | $8.48M | Sell |
96,513
-3,100
| -3% | -$272K | 0.57% | 37 |
|
|
2016
Q4 | $8.6M | Buy |
99,613
+19,206
| +24% | +$1.66M | 0.63% | 30 |
|
|
2016
Q3 | $5.35M | Buy |
80,407
+1,827
| +2% | +$122K | 0.54% | 35 |
|
|
2016
Q2 | $4.88M | Buy |
78,580
+709
| +0.9% | +$44.1K | 0.57% | 37 |
|
|
2016
Q1 | $4.61M | Buy |
77,871
+4,316
| +6% | +$256K | 0.57% | 41 |
|
|
2015
Q4 | $4.86M | Buy |
73,555
+1,506
| +2% | +$99.4K | 0.62% | 38 |
|
|
2015
Q3 | $4.39M | Buy |
72,049
+1,464
| +2% | +$89.3K | 0.57% | 41 |
|
|
2015
Q2 | $4.78M | Buy |
+70,585
| New | +$4.78M | 0.56% | 43 |
|
|
2015
Q1 | – | Sell |
-61,978
| Closed | -$3.88M | – | 43 |
|
|
2014
Q4 | $3.88M | Sell |
61,978
-26,123
| -30% | -$1.63M | 0.47% | 56 |
|
|
2014
Q3 | $5.31M | Buy |
88,101
+674
| +0.8% | +$40.6K | 0.68% | 34 |
|
|
2014
Q2 | $5.04M | Buy |
87,427
+1,574
| +2% | +$90.7K | 0.65% | 34 |
|
|
2014
Q1 | $5.21M | Buy |
85,853
+5,300
| +7% | +$322K | 0.74% | 26 |
|
|
2013
Q4 | $4.71M | Hold |
80,553
| – | – | 0.71% | 30 |
|
|
2013
Q3 | $4.16M | Sell |
80,553
-1,250
| -2% | -$64.6K | 0.71% | 32 |
|
|
2013
Q2 | $4.32M | Buy |
+81,803
| New | +$4.32M | 0.74% | 31 |
|