AF
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Affiance Financial’s JPMorgan Chase JPM Stock Holding History

Affiance Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.79M Hold
8,532
– – 0.4% 30
2026
Q1 		$2.51M Sell
8,532
-2
-0% -$607 0.41% 32
2025
Q4 		$2.75M Sell
8,534
-71
-0.8% -$22K 0.44% 30
2025
Q3 		$2.71M Buy
8,605
+160
+2% +$47.6K 0.49% 28
2025
Q2 		$2.45M Buy
8,445
+205
+2% +$52.3K 0.5% 28
2025
Q1 		$2.02M Hold
8,240
– – 0.47% 30
2024
Q4 		$1.98M Buy
8,240
+725
+10% +$169K 0.47% 30
2024
Q3 		$1.58M Buy
7,515
+67
+0.9% +$14.1K 0.38% 38
2024
Q2 		$1.51M Buy
7,448
+300
+4% +$58.6K 0.39% 40
2024
Q1 		$1.43M Hold
7,148
– – 0.39% 37
2023
Q4 		$1.22M Hold
7,148
– – 0.35% 44
2023
Q3 		$1.04M Sell
7,148
-40
-0.6% -$6K 0.53% 44
2023
Q2 		$1.05M Buy
7,188
+52
+0.7% +$7.15K 0.51% 47
2023
Q1 		$930K Buy
7,136
+60
+0.8% +$8.22K 0.49% 48
2022
Q4 		$949K Buy
7,076
+97
+1% +$12.3K 0.38% 45
2022
Q3 		$729K Hold
6,979
– – 0.41% 35
2022
Q2 		$786K Hold
6,979
– – 0.42% 39
2022
Q1 		$951K Hold
6,979
– – 0.46% 36
2021
Q4 		$1.1M Hold
6,979
– – 0.46% 39
2021
Q3 		$1.14M Sell
6,979
-12
-0.2% -$1.88K 0.5% 37
2021
Q2 		$1.09M Buy
6,991
+12
+0.2% +$1.89K 0.46% 39
2021
Q1 		$1.06M Hold
6,979
– – 0.47% 40
2020
Q4 		$887K Hold
6,979
– – 0.46% 39
2020
Q3 		$672K Hold
6,979
– – 0.39% 44
2020
Q2 		$656K Hold
6,979
– – 0.36% 43
2020
Q1 		$628K Hold
6,979
– – 0.43% 40
2019
Q4 		$973K Hold
6,979
– – 0.54% 33
2019
Q3 		$821K Hold
6,979
– – 0.5% 38
2019
Q2 		$780K Hold
6,979
– – 0.48% 41
2019
Q1 		$706K Hold
6,979
– – 0.44% 44
2018
Q4 		$681K Hold
6,979
– – 0.45% 50
2018
Q3 		$788K Sell
6,979
-75
-1% -$8.51K 0.52% 40
2018
Q2 		$735K Buy
7,054
+150
+2% +$16.5K 0.56% 35
2018
Q1 		$759K Sell
6,904
-141
-2% -$16K 0.67% 28
2017
Q4 		$753K Buy
7,045
+43
+0.6% +$4.35K 0.56% 31
2017
Q3 		$669K Buy
7,002
+75
+1% +$6.92K 0.54% 32
2017
Q2 		$633K Sell
6,927
-5
-0.1% -$431 0.5% 34
2017
Q1 		$609K Hold
6,932
– – 0.47% 35
2016
Q4 		$598K Sell
6,932
-272
-4% -$20.7K 0.48% 37
2016
Q3 		$480K Buy
7,204
+272
+4% +$17.7K 0.39% 40
2016
Q2 		$431K Hold
6,932
– – 0.36% 49
2016
Q1 		$411K Hold
6,932
– – 0.39% 50
2015
Q4 		$458K Buy
6,932
+55
+0.8% +$3.58K 0.47% 46
2015
Q3 		$419K Buy
6,877
+20
+0.3% +$1.31K 0.53% 47
2015
Q2 		$465K Hold
6,857
– – 0.59% 49
2015
Q1 		$415K Sell
6,857
-251
-4% -$14.9K 0.63% 45
2014
Q4 		$445K Buy
+7,108
New +$428K 0.78% 32

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Affiance Financial's JPM Position: Q2 2026 in Review

Affiance Financial held its JPMorgan Chase (JPM) position steady in Q2 2026 at 8,532 shares worth $2.79M. The position accounts for 0.4% of the portfolio, ranked #30.

Affiance Financial first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. 2,526 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Affiance Financial held 8,532 shares of JPMorgan Chase worth $2.79M as of Q2 2026.
  • Affiance Financial left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.4% of Affiance Financial's portfolio in Q2 2026, its #30 holding.
  • Affiance Financial first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • 2,526 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.