Ancora Advisors, LLC Jpmorgan Chase & CO Transaction History

Ancora Advisors, LLC

$4.06 Billion
Q1 2025

A detailed history of Ancora Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ancora Advisors, LLC holds 306,652 shares of JPM stock, worth $89.3 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

306,652

Previous 308,196 0.5%

Holding current value

$89.3 Million

Previous $73.9 Million 1.82%

% of portfolio

1.85%

Previous 1.81%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$225.19 - $279.95 $347,693 - $432,242	-1,544 Reduced 0.5%	306,652 $75.2 Million
Q4 2024 Feb 14, 2025	BUY	$205.18 - $250.29 $846,367 - $1.03 Million	4,125 Added 1.36%	308,196 $73.9 Million
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $571,057 - $658,664	2,930 Added 0.97%	304,071 $64.1 Million
Q2 2024 Aug 14, 2024	SELL	$180.08 - $204.79 $508,726 - $578,531	-2,825 Reduced 0.93%	301,141 $60.9 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $604,698 - $724,885	3,619 Added 1.2%	303,966 $60.9 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $27,273 - $34,230	201 Added 0.07%	300,347 $51.1 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $161,827 - $178,540	1,130 Added 0.38%	300,146 $43.5 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $386,743 - $441,264	-3,034 Reduced 1.0%	299,016 $43.5 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $1.93 Million - $2.22 Million	-15,471 Reduced 4.87%	302,050 $39.4 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $40,070 - $54,171	393 Added 0.12%	317,521 $42.6 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $143,223 - $833,087	6,909 Added 2.23%	317,128 $33.1 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $863,155 - $1.04 Million	7,665 Added 2.53%	310,219 $34.9 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $1.31 Million - $1.73 Million	10,246 Added 3.51%	302,554 $41.2 Million
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $1.4 Million - $1.83 Million	-10,874 Reduced 3.59%	292,308 $44.5 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $614,990 - $686,261	3,995 Added 1.34%	303,182 $48 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $1.44 Million - $1.64 Million	9,830 Added 3.4%	299,187 $49 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $434,888 - $491,164	-2,951 Reduced 1.01%	289,357 $45 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $77,903 - $97,743	-620 Reduced 0.21%	292,308 $44.5 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $507,896 - $668,515	5,261 Added 1.83%	292,928 $37.2 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $1.54 Million - $1.75 Million	16,835 Added 6.22%	287,667 $27.7 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $1.17 Million - $1.58 Million	13,951 Added 5.43%	270,832 $25.5 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $2.09 Million - $3.73 Million	26,451 Added 11.48%	256,881 $23.1 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $658,955 - $821,484	5,893 Added 2.62%	230,430 $32.1 Million
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $100,084 - $114,819	-955 Reduced 0.42%	224,537 $26.4 Million
Q2 2019 Aug 12, 2019	BUY	$104.64 - $116.12 $712,179 - $790,312	6,806 Added 3.11%	225,492 $25.2 Million
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $1.05 Million - $1.16 Million	10,820 Added 5.21%	218,686 $22.1 Million
Q4 2018 Feb 15, 2019	BUY	$92.14 - $115.32 $576,888 - $722,018	6,261 Added 3.11%	207,866 $20.3 Million
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $3.94 Million - $4.51 Million	38,031 Added 23.25%	201,605 $22.8 Million
Q2 2018 Aug 10, 2018	BUY	$103.24 - $114.29 $830,669 - $919,577	8,046 Added 5.17%	163,574 $17 Million
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $1.53 Million - $1.7 Million	14,279 Added 10.11%	155,528 $17.1 Million
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $1.03 Million - $1.16 Million	10,750 Added 8.24%	141,249 $15.1 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $11.5 Million - $12.5 Million	130,499	130,499 $12.5 Million

Others Institutions Holding JPM

# of Institutions

5,260

Shares Held

2.04B

Call Options Held

23.3M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $855B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Ancora Advisors, LLC Jpmorgan Chase & CO Transaction History