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

Ancora Family Wealth Advisors’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
2016 Q3	$1.48M	Buy	22,255 +6,516	+41%	+$425K	0.51%	63
2016 Q2	$978K	Buy	15,739 +928	+6%	+$58K	0.37%	78
2016 Q1	$877K	Buy	14,811 +1,150	+8%	+$67.2K	0.36%	86
2015 Q4	$902K	Sell	13,661 -6,870	-33%	-$447K	0.39%	82
2015 Q3	$1.25M	Buy	+20,531	New	+$1.34M	0.52%	60

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ancora Family Wealth Advisors's JPM Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its JPMorgan Chase (JPM) stake by 41% in Q3 2016, buying an estimated $425K and bringing the position to 22,255 shares worth $1.48M. The position accounts for 0.51% of the portfolio, ranked #63.

Ancora Family Wealth Advisors first reported a position in JPM in Q3 2015 and has held it in 5 quarters since. 1,924 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Ancora Family Wealth Advisors held 22,255 shares of JPMorgan Chase worth $1.48M as of Q3 2016.
Ancora Family Wealth Advisors bought 6,516 JPMorgan Chase shares in Q3 2016, an estimated $425K.
JPMorgan Chase made up 0.51% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #63 holding.
Ancora Family Wealth Advisors first reported a position in JPMorgan Chase in Q3 2015 and has held it in 5 quarters since.
1,924 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.