Affinity Capital Advisors
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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
Q3 		$1.38M Buy
4,154
+385
+10% +$135K 0.16% 64
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% -$100K 0.5% 38
2019
Q4 		$1.12M Buy
+8,003
New +$1.03M 0.73% 24

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Affinity Capital Advisors's JPM Position: Q3 2026 in Review

Affinity Capital Advisors increased its JPMorgan Chase (JPM) stake by 10% in Q3 2026, buying an estimated $135K and bringing the position to 4,154 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #64.

Affinity Capital Advisors first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Affinity Capital Advisors held 4,154 shares of JPMorgan Chase worth $1.38M as of Q3 2026.
  • Affinity Capital Advisors bought 385 JPMorgan Chase shares in Q3 2026, an estimated $135K.
  • JPMorgan Chase made up 0.16% of Affinity Capital Advisors's portfolio in Q3 2026, its #64 holding.
  • Affinity Capital Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.