Ancora Advisors LLC

Holdings History for JPMORGAN CHASE & CO - COM (JPM)

Symbol: JPM on NYSE
Investment type: Equity - Shares of Stock
Class: COM

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
12/31/2024	1.65%	+0.02%	$73.9M	308K	+4,125	+1.36%	$239.71	Q4 2024
9/30/2024	1.46%	+0.01%	$64.1M	304K	+2,930	+0.97%	$210.86	Q3 2024
6/30/2024	1.51%	-0.01%	$60.9M	301K	-2,825	-0.93%	$202.26	Q2 2024
3/31/2024	1.39%	+0.02%	$60.9M	304K	+3,619	+1.2%	$200.30	Q1 2024
12/31/2023	1.21%	+0%	$51.1M	300K	+201	+0.07%	$170.10	Q4 2023
9/30/2023	1.17%	+0%	$43.5M	300K	+1,130	+0.38%	$145.02	Q3 2023
6/30/2023	1.15%	-0.01%	$43.5M	299K	-3,034	-1%	$145.44	Q2 2023
3/31/2023	1.12%	-0.06%	$39.4M	302K	-15,471	-4.87%	$130.31	Q1 2023
12/31/2022	1.24%	+0%	$42.6M	318K	+393	+0.12%	$134.10	Q4 2022
9/30/2022	1.05%	+0.02%	$33.1M	317K	+6,909	+2.23%	$104.50	Q3 2022
6/30/2022	1%	+0.02%	$34.9M	310K	+7,665	+2.53%	$112.61	Q2 2022
3/31/2022	1.01%	0%	$41.2M	303K	-628	-0.21%	$136.32	Q1 2022
12/31/2021	1.14%	+0.02%	$48M	303K	+3,995	+1.34%	$158.35	Q4 2021
9/30/2021	1.27%	+0.04%	$49M	299K	+9,830	+3.4%	$163.69	Q3 2021
6/30/2021	1.18%	-0.01%	$45M	289K	-2,951	-1.01%	$155.54	Q2 2021
3/31/2021	1.24%	0%	$44.5M	292K	-620	-0.21%	$152.23	Q1 2021
12/31/2020	1.21%	+0.02%	$37.2M	293K	+5,261	+1.83%	$127.07	Q4 2020
9/30/2020	1.11%	+0.06%	$27.7M	288K	+16,835	+6.22%	$96.27	Q3 2020
6/30/2020	1.08%	+0.06%	$25.5M	271K	+13,951	+5.43%	$94.06	Q2 2020
3/31/2020	1.09%	+0.11%	$23.1M	257K	+26,451	+11.5%	$90.03	Q1 2020
12/31/2019	1.2%	+0.03%	$32.1M	230K	+5,893	+2.62%	$139.40	Q4 2019
9/30/2019	1.16%	0%	$26.4M	225K	-955	-0.42%	$117.69	Q3 2019
6/30/2019	1.55%	+0.05%	$25.2M	225K	+6,806	+3.11%	$111.80	Q2 2019
3/31/2019	1.37%	+0.07%	$22.1M	219K	+10,820	+5.21%	$101.23	Q1 2019
12/31/2018	1.38%	+0.04%	$20.3M	208K	+6,261	+3.11%	$97.63	Q4 2018
9/30/2018	0.88%	+0.17%	$22.8M	202K	+38,031	+23.3%	$112.84	Q3 2018
6/30/2018	0.74%	+0.04%	$17M	164K	+8,046	+5.17%	$104.20	Q2 2018
3/31/2018	0.77%	+0.07%	$17.1M	156K	+14,279	+10.1%	$109.97	Q1 2018
12/31/2017	0.81%	+0.06%	$15.1M	141K	+10,750	+8.24%	$106.95	Q4 2017
9/30/2017	0.72%	+0.06%	$12.5M	130K	+11,422	+9.59%	$95.51	Q3 2017
6/30/2017	0.71%	+0.13%	$10.9M	119K	+22,564	+23.4%	$91.40	Q2 2017
3/31/2017	0.57%	-0.02%	$8.48M	96.5K	-3,100	-3.11%	$87.84	Q1 2017
12/31/2016	0.63%	+0.12%	$8.6M	99.6K	+19,206	+23.9%	$86.28	Q4 2016
9/30/2016	0.54%	+0.01%	$5.35M	80.4K	+1,827	+2.33%	$66.59	Q3 2016
6/30/2016	0.57%	+0.01%	$4.88M	78.6K	+709	+0.91%	$62.14	Q2 2016
3/31/2016	0.57%	+0.03%	$4.61M	77.9K	+4,316	+5.87%	$59.23	Q1 2016
12/31/2015	0.62%	+0.01%	$4.86M	73.6K	+1,506	+2.09%	$66.03	Q4 2015
12/31/2015	0.77%		$3.86M	61.6K			$62.59	Q4 2015
9/30/2015	0.57%	+0.01%	$4.39M	72K	+1,464	+2.07%	$60.97	Q3 2015
6/30/2015	0.56%	+0.56%	$4.78M	70.6K	+70,585	NEW	$67.76	Q2 2015
3/31/2015		-0.47%	$0	0	-61,978	-100%		Q1 2015
12/31/2014	0.47%	-0.2%	$3.88M	62K	-26,123	-29.7%	$62.59	Q4 2014
9/30/2014	0.68%	+0.01%	$5.31M	88.1K	+674	+0.77%	$60.24	Q3 2014
6/30/2014	0.65%	+0.01%	$5.04M	87.4K	+1,574	+1.83%	$57.63	Q2 2014
3/31/2014	0.74%	+0.05%	$5.21M	85.9K	+5,300	+6.58%	$60.71	Q1 2014
12/31/2013	0.71%		$4.71M	80.6K			$58.48	Q4 2013

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Showing 1 to 46 of 46 entries

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.