ANCHOR CAPITAL ADVISORS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 813933 Boston, MA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$37,735,257

-$6,708,789 QoQ

Shares Held

115,282

-23.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#693

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

ANCHOR CAPITAL ADVISORS LLC holds $38,104,751 across 2 Banks - Diversified names. JPM ranks #1 (99.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	115,282	$37,735,257
2	C	Citigroup Inc	2,640	$369,494

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,735,257	115,282	-23.7%	Shares	Sole	2026-08-05
2026-03-31	$44,444,046	151,088	+1.3%	Shares	Sole	2026-05-12
2025-12-31	$48,049,124	149,119	-1.5%	Shares	Sole	2026-02-10
2025-09-30	$47,758,625	151,408	-1.9%	Shares	Sole	2025-10-30
2025-06-30	$44,733,982	154,303	-1.2%	Shares	Sole	2025-08-06
2025-03-31	$38,301,142	156,140	-3.5%	Shares	Sole	2025-05-13
2024-12-31	$38,805,213	161,884	-4.7%	Shares	Sole	2025-02-05
2024-09-30	$35,808,666	169,822	-2.8%	Shares	Sole	2024-10-31
2024-06-30	$35,332,799	174,690	-0.6%	Shares	Sole	2024-08-06
2024-03-31	$35,203,926	175,756	-11.3%	Shares	Sole	2024-05-07
2023-12-31	$33,707,696	198,164	+0.6%	Shares	Sole	2024-02-05
2023-09-30	$28,570,970	197,014	+6.2%	Shares	Sole	2023-11-09
2023-06-30	$26,986,973	185,554	+8.4%	Shares	Sole	2023-08-04
2023-03-31	$22,307,247	171,186	-2.6%	Shares	Sole	2023-05-03
2022-12-31	$23,561,235	175,699	-9.0%	Shares	Sole	2023-02-10
2022-09-30	$20,171,530	193,029	-5.7%	Shares	Sole	2022-11-09
2022-06-30	$23,048,676	204,677	-9.6%	Shares	Sole	2022-08-04
2022-03-31	$30,875,662	226,494	-5.5%	Shares	Sole	2022-05-06
2021-12-31	$37,949,685	239,657	-3.8%	Shares	Sole	2022-02-10
2021-09-30	$40,759,137	249,002	-0.1%	Shares	Sole	2021-11-02
2021-06-30	$38,771,455	249,270	-0.3%	Shares	Sole	2021-08-16
2021-03-31	$38,061,914	250,029	+8.3%	Shares	Sole	2021-05-14
2020-12-31	$29,332,330	230,836	-6.9%	Shares	Sole	2021-02-08
2020-09-30	$23,871,205	247,961	+2.0%	Shares	Sole	2020-11-13
2020-06-30	$22,873,322	243,178	+84.2%	Shares	Sole	2020-08-10
2020-03-31	$11,884,950	132,011	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.