Number of Shares
10,441.00
Current Holdings Value*
$2.56 Mil
% of Portfolio
6.11%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
126.19%

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 $291.43, Ancora Dividend Value Equity Fund's estimated gain on his JPM holdings is $1.89 Mil, reflecting a 126.19% gain to date.

Ancora Dividend Value Equity Fund JPM ($291.43) Holding Chart

Ancora Dividend Value Equity Fund JPM ($291.43) 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 %

Top Ranked Articles

  • 1