Ancora Dividend Value Equity Fund JPM Holdings History
Ancora Dividend Value Equity Fund's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, ANCORA TRUST held 10,441.00 shares of JPMorgan Chase & Co(JPM), totaling $2.56 Mil. This investment constitutes 6.11% of their stock portfolio, and ANCORA TRUST now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. And since then Ancora Dividend Value Equity Fund has made 5 purchases of JPM, at an average price of $120.85, for a total of 12,370.00 shares. In addition, there have been 2 sales at an average price of $175.53 for 1,929.00 shares. Based on historical transaction data and JPM's current price of $297.60, Ancora Dividend Value Equity Fund's estimated gain on his JPM holdings is $1.95 Mil, reflecting a 130.50% gain to date.
Ancora Dividend Value Equity Fund JPM ($297.60) Holding Chart
Ancora Dividend Value Equity Fund JPM ($297.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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