Skip to content
Disclosery

Anchor Investment Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Anchor Investment Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Anchor Investment Management, LLC held 38,543 JPM shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,543 shares
    Change vs previous 13F -2,164 shares

    0.95% of the 13F portfolio, value $12,616,257.

    13F-HR 0001634149-26-000005 filed by Anchor Investment Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 40,707 shares
    Change vs previous 13F +577 shares

    1% of the 13F portfolio, value $11,974,239.

    13F-HR 0001634149-26-000002 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,130 shares
    Change vs previous 13F -1,429 shares

    1.05% of the 13F portfolio, value $12,930,830.

    13F-HR 0001634149-26-000001 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,559 shares
    Change vs previous 13F +1,262 shares

    1.09% of the 13F portfolio, value $13,109,084.

    13F-HR 0001634149-25-000008 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,297 shares
    Change vs previous 13F +334 shares

    1.02% of the 13F portfolio, value $11,682,471.

    13F-HR 0001634149-25-000005 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,963 shares
    Change vs previous 13F -334 shares

    0.91% of the 13F portfolio, value $9,803,030.

    13F-HR 0001634149-25-000003 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,297 shares
    Change vs previous 13F +263 shares

    0.9% of the 13F portfolio, value $9,659,528.

    13F-HR 0001634149-25-000001 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,034 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $8,441,543.

    13F-HR 0001634149-24-000040 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).