JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

ANCHOR CAPITAL ADVISORS LLC's Holding History (CIK: 0000813933)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 149,119 Value ($000) $48,049 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 151,408 Value ($000) $47,759 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 154,303 Value ($000) $44,734 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 156,140 Value ($000) $38,301 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 161,884 Value ($000) $38,805 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 169,822 Value ($000) $35,809 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 174,690 Value ($000) $35,333 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 175,756 Value ($000) $35,204 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 198,164 Value ($000) $33,708 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 197,014 Value ($000) $28,571 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 185,554 Value ($000) $26,987 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 171,186 Value ($000) $22,307 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 175,699 Value ($000) $23,561 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 193,029 Value ($000) $20,172 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 204,677 Value ($000) $23,049 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 226,494 Value ($000) $30,876 Avg Close $133.66 Range $115.27 - $153.80
Q3 2021
Shares 249,002 Value ($000) $40,759 Avg Close $140.29 Range $130.40 - $151.51
Q1 2020
Shares 132,011 Value ($000) $11,885 Avg Close $103.61 Range $65.60 - $120.06
Q4 2019
Shares 1,464 Value ($000) $204 Avg Close $108.67 Range $93.67 - $118.72
Q3 2019
Shares 1,917 Value ($000) $226 Avg Close $95.08 Range $87.73 - $101.23
Q3 2016
Shares 4,763 Value ($000) $317 Avg Close $50.85 Range $45.82 - $52.95
Q2 2016
Shares 4,913 Value ($000) $305 Avg Close $48.33 Range $44.15 - $51.23
Q1 2016
Shares 5,088 Value ($000) $301 Avg Close $44.86 Range $40.33 - $49.26
Q4 2015
Shares 6,011 Value ($000) $397 Avg Close $49.68 Range $44.66 - $52.67
Q3 2015
Shares 7,098 Value ($000) $433 Avg Close $49.62 Range $37.93 - $53.49
Q2 2015
Shares 6,870 Value ($000) $466 Avg Close $49.14 Range $44.89 - $52.55
Q1 2015
Shares 6,810 Value ($000) $413 Avg Close $44.28 Range $40.58 - $47.07
Q4 2014
Shares 6,860 Value ($000) $429 Avg Close $44.70 Range $40.31 - $47.17
Q3 2014
Shares 15,369 Value ($000) $926 Avg Close $43.13 Range $40.56 - $45.64
Q2 2014
Shares 15,519 Value ($000) $894 Avg Close $41.19 Range $38.82 - $44.74
Q1 2014
Shares 15,810 Value ($000) $960 Avg Close $42.08 Range $39.47 - $44.77
Q4 2013
Shares 15,910 Value ($000) $930 Avg Close $39.63 Range $36.35 - $42.36
Q3 2013
Shares 16,250 Value ($000) $840 Avg Close $38.52 Range $35.95 - $40.89
Q2 2013
Shares 29,559 Value ($000) $1,560 Avg Close $36.24 Range $32.83 - $39.86