Ancora Family Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$1.48M Buy
22,255
+6,516
+41% +$434K 0.51% 63
2016
Q2
$978K Buy
15,739
+928
+6% +$57.7K 0.37% 78
2016
Q1
$877K Buy
14,811
+1,150
+8% +$68.1K 0.36% 86
2015
Q4
$902K Sell
13,661
-6,870
-33% -$454K 0.39% 82
2015
Q3
$1.25M Buy
+20,531
New +$1.25M 0.52% 60