Anchor Investment Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1634149 COLUMBIA, SC

Position in JPM

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$11,974,371

-$956,317 QoQ

Shares Held

40,707

+1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Anchor Investment Management, LLC holds $20,352,308 across 7 Banks - Diversified names. JPM ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	40,707	$11,974,371
2	BAC	Bank Of America Corp /De/	78,518	$3,827,752
3	BNY	Bank of New York Mellon Corp	18,269	$2,167,251
4	WFC	Wells Fargo & Company/Mn	14,016	$1,115,813
5	C	Citigroup Inc	8,845	$1,003,111
6	SAN	Banco Santander, S.A.	23,000	$259,440
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	211	$4,570

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,974,371	40,707	+1.4%	Shares	Sole	2026-05-01
2025-12-31	$12,930,688	40,130	-3.4%	Shares	Sole	2026-02-26
2025-09-30	$13,108,955	41,559	+3.1%	Shares	Sole	2025-11-14
2025-06-30	$11,682,503	40,297	+0.8%	Shares	Sole	2025-08-19
2025-03-31	$9,802,923	39,963	-0.8%	Shares	Sole	2025-05-20
2024-12-31	$9,659,593	40,297	+0.7%	Shares	Sole	2025-02-13
2024-09-30	$8,441,569	40,034	+0.1%	Shares	Sole	2024-11-21
2024-06-30	$8,088,984	39,993	+3.1%	Shares	Sole	2024-09-20
2024-03-31	$7,771,239	38,798	+11.2%	Shares	Sole	2024-05-15
2023-12-31	$5,932,237	34,875	+16.2%	Shares	Sole	2024-01-02
2023-09-30	$4,351,180	30,004	+1.7%	Shares	Sole	2024-01-02
2023-06-30	$4,292,370	29,513	+3.3%	Shares	Sole	2024-01-02
2023-03-31	$3,723,477	28,574	+4.8%	Shares	Sole	2024-01-02
2022-12-31	$3,656,236	27,265	-3.0%	Shares	Sole	2024-01-02
2022-09-30	$2,936,032	28,096	+4.0%	Shares	Sole	2024-01-02
2022-06-30	$3,043,285	27,025	-0.6%	Shares	Sole	2024-01-02
2022-03-31	$3,707,495	27,197	+7.3%	Shares	Sole	2024-01-02
2021-12-31	$4,014,647	25,353	+8.0%	Shares	Sole	2024-01-02
2021-09-30	$3,841,640	23,469	+4.1%	Shares	Sole	2024-01-02
2021-06-30	$3,507,738	22,552	+8.9%	Shares	Sole	2024-01-02
2021-03-31	$3,153,901	20,718	+3.2%	Shares	Sole	2024-01-02
2020-12-31	$2,551,565	20,080	+0.9%	Shares	Sole	2024-01-02
2020-09-30	$1,916,735	19,910	+1.0%	Shares	Sole	2024-01-02
2020-06-30	$1,853,734	19,708	+0.1%	Shares	Sole	2024-01-02
2020-03-31	$1,772,150	19,684	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.