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Affinity Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Affinity Capital Advisors’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 		$1.27M Sell
3,769
-43
-1% -$13.4K 0.16% 67
2026
Q1 		$1.12M Sell
3,812
-309
-7% -$93.8K 0.16% 65
2025
Q4 		$1.33M Buy
4,121
+173
+4% +$53.6K 0.18% 59
2025
Q3 		$1.21M Sell
3,948
-298
-7% -$88.6K 0.19% 62
2025
Q2 		$1.23M Sell
4,246
-42
-1% -$10.7K 0.21% 62
2025
Q1 		$1.01M Buy
4,288
+242
+6% +$61.7K 0.2% 60
2024
Q4 		$984K Buy
4,046
+129
+3% +$30K 0.19% 63
2024
Q3 		$826K Sell
3,917
-383
-9% -$80.7K 0.16% 71
2024
Q2 		$870K Sell
4,300
-10
-0.2% -$1.96K 0.18% 66
2024
Q1 		$863K Buy
4,310
+110
+3% +$19.8K 0.19% 68
2023
Q4 		$714K Sell
4,200
-300
-7% -$45.5K 0.17% 75
2023
Q3 		$653K Buy
4,500
+308
+7% +$46.2K 0.18% 74
2023
Q2 		$610K Buy
4,192
+8
+0.2% +$1.1K 0.17% 70
2023
Q1 		$545K Sell
4,184
-76
-2% -$10.4K 0.17% 72
2022
Q4 		$571K Sell
4,260
-79
-2% -$10K 0.2% 60
2022
Q3 		$453K Buy
4,339
+8
+0.2% +$918 0.16% 65
2022
Q2 		$488K Sell
4,331
-89
-2% -$11K 0.17% 66
2022
Q1 		$603K Buy
4,420
+11
+0.2% +$1.62K 0.19% 59
2021
Q4 		$698K Sell
4,409
-69
-2% -$11.3K 0.21% 62
2021
Q3 		$733K Sell
4,478
-399
-8% -$62.6K 0.25% 59
2021
Q2 		$759K Sell
4,877
-209
-4% -$32.8K 0.26% 54
2021
Q1 		$774K Buy
5,086
+10
+0.2% +$1.44K 0.28% 53
2020
Q4 		$645K Sell
5,076
-674
-12% -$75.3K 0.26% 55
2020
Q3 		$554K Sell
5,750
-1,413
-20% -$139K 0.31% 51
2020
Q2 		$674K Sell
7,163
-21
-0.3% -$1.99K 0.44% 43
2020
Q1 		$684K Sell
7,184
-819
-10% -$99.5K 0.5% 38
2019
Q4 		$1.12M Buy
+8,003
New +$1.03M 0.73% 24

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Affinity Capital Advisors's JPM Position: Q2 2026 in Review

Affinity Capital Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $13.4K and leaving 3,769 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #67.

Affinity Capital Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.33M in Q4 2025. 936 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Affinity Capital Advisors held 3,769 shares of JPMorgan Chase worth $1.27M as of Q2 2026.
  • Affinity Capital Advisors sold 43 JPMorgan Chase shares in Q2 2026, an estimated $13.4K.
  • JPMorgan Chase made up 0.16% of Affinity Capital Advisors's portfolio in Q2 2026, its #67 holding.
  • Affinity Capital Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Affinity Capital Advisors's JPMorgan Chase position peaked at $1.33M in Q4 2025.
  • 936 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.