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Ancora Advisors LLC: JPM position timeline

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

Ancora Advisors LLC held 261,581 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,581 shares
    Change vs previous 13F -18,776 shares

    1.66% of the 13F portfolio, value $85,623,368.

    13F-HR 0001446114-26-000012 filed by Ancora Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 280,357 shares
    Change vs previous 13F -12,635 shares

    1.76% of the 13F portfolio, value $82,469,894.

    13F-HR 0001446114-26-000009 filed by Ancora Advisors 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 292,992 shares
    Change vs previous 13F -1,409 shares

    1.95% of the 13F portfolio, value $94,407,609.

    13F-HR 0001446114-26-000006 filed by Ancora Advisors 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 294,401 shares
    Change vs previous 13F -11,356 shares

    1.86% of the 13F portfolio, value $92,862,757.

    13F-HR 0001446114-25-000048 filed by Ancora Advisors 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 305,757 shares
    Change vs previous 13F -895 shares

    1.85% of the 13F portfolio, value $88,641,983.

    13F-HR 0001446114-25-000037 filed by Ancora Advisors 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 306,652 shares
    Change vs previous 13F -1,544 shares

    1.68% of the 13F portfolio, value $75,221,780.

    13F-HR 0001446114-25-000023 filed by Ancora Advisors 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 308,196 shares
    Change vs previous 13F +4,125 shares

    1.65% of the 13F portfolio, value $73,877,677.

    13F-HR 0001446114-25-000009 filed by Ancora Advisors 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 304,071 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $64,116,322.

    13F-HR 0001446114-24-000029 filed by Ancora Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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