Affinity Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.18M | Buy |
14,196
+39
| +0.3% | +$11.8K | 2.61% | 4 |
|
|
2025
Q4 | $4.56M | Sell |
14,157
-52
| -0.4% | -$16.1K | 3.03% | 4 |
|
|
2025
Q3 | $4.48M | Sell |
14,209
-596
| -4% | -$177K | 3.03% | 2 |
|
|
2025
Q2 | $4.29M | Sell |
14,805
-676
| -4% | -$173K | 3.25% | 2 |
|
|
2025
Q1 | $3.8M | Sell |
15,481
-2,765
| -15% | -$705K | 3.09% | 2 |
|
|
2024
Q4 | $4.37M | Sell |
18,246
-7,886
| -30% | -$1.84M | 3.64% | 1 |
|
|
2024
Q3 | $5.51M | Sell |
26,132
-842
| -3% | -$177K | 3.78% | 1 |
|
|
2024
Q2 | $5.46M | Sell |
26,974
-402
| -1% | -$78.6K | 4.1% | 1 |
|
|
2024
Q1 | $5.48M | Sell |
27,376
-302
| -1% | -$54.5K | 4% | 1 |
|
|
2023
Q4 | $4.71M | Buy |
27,678
+2,208
| +9% | +$335K | 3.2% | 2 |
|
|
2023
Q3 | $3.69M | Sell |
25,470
-377
| -1% | -$56.5K | 2.38% | 3 |
|
|
2023
Q2 | $3.76M | Sell |
25,847
-3,094
| -11% | -$426K | 2.18% | 3 |
|
|
2023
Q1 | $3.77M | Buy |
28,941
+6,752
| +30% | +$925K | 2.02% | 3 |
|
|
2022
Q4 | $2.98M | Buy |
22,189
+1,814
| +9% | +$230K | 1.37% | 13 |
|
|
2022
Q3 | $2.13M | Sell |
20,375
-121
| -0.6% | -$13.9K | 1.1% | 24 |
|
|
2022
Q2 | $2.31M | Buy |
20,496
+845
| +4% | +$105K | 1.13% | 23 |
|
|
2022
Q1 | $2.68M | Sell |
19,651
-15,171
| -44% | -$2.24M | 1.1% | 24 |
|
|
2021
Q4 | $5.51M | Sell |
34,822
-287
| -0.8% | -$47.1K | 2.21% | 4 |
|
|
2021
Q3 | $5.75M | Buy |
35,109
+1,684
| +5% | +$264K | 2.58% | 3 |
|
|
2021
Q2 | $5.2M | Sell |
33,425
-16,520
| -33% | -$2.59M | 2.35% | 3 |
|
|
2021
Q1 | $7.6M | Sell |
49,945
-498
| -1% | -$71.6K | 2.78% | 3 |
|
|
2020
Q4 | $6.41M | Sell |
50,443
-5,558
| -10% | -$621K | 2.58% | 3 |
|
|
2020
Q3 | $5.39M | Buy |
56,001
+2,890
| +5% | +$284K | 2.37% | 5 |
|
|
2020
Q2 | $5M | Sell |
53,111
-13,105
| -20% | -$1.24M | 2.37% | 4 |
|
|
2020
Q1 | $5.96M | Sell |
66,216
-12,431
| -16% | -$1.51M | 3.04% | 4 |
|
|
2019
Q4 | $11M | Sell |
78,647
-17,807
| -18% | -$2.28M | 3.98% | 2 |
|
|
2019
Q3 | $11.4M | Sell |
96,454
-13,666
| -12% | -$1.55M | 3.56% | 3 |
|
|
2019
Q2 | $12.3M | Sell |
110,120
-56,069
| -34% | -$6.18M | 3.53% | 3 |
|
|
2019
Q1 | $16.8M | Sell |
166,189
-72,640
| -30% | -$7.48M | 3.45% | 1 |
|
|
2018
Q4 | $23.3M | Sell |
238,829
-30,328
| -11% | -$3.23M | 4.08% | 1 |
|
|
2018
Q3 | $30.4M | Buy |
269,157
+43,928
| +20% | +$4.99M | 4% | 1 |
|
|
2018
Q2 | $23.5M | Sell |
225,229
-53,936
| -19% | -$5.92M | 3.32% | 1 |
|
|
2018
Q1 | $30.7M | Sell |
279,165
-9,880
| -3% | -$1.12M | 3.59% | 1 |
|
|
2017
Q4 | $30.9M | Sell |
289,045
-17,111
| -6% | -$1.73M | 3.51% | 1 |
|
|
2017
Q3 | $29.2M | Sell |
306,156
-15,546
| -5% | -$1.43M | 3.39% | 1 |
|
|
2017
Q2 | $29.4M | Sell |
321,702
-105,768
| -25% | -$9.13M | 3.51% | 1 |
|
|
2017
Q1 | $37.5M | Sell |
427,470
-15,769
| -4% | -$1.39M | 3.4% | 1 |
|
|
2016
Q4 | $38.2M | Sell |
443,239
-81,696
| -16% | -$6.23M | 3.6% | 1 |
|
|
2016
Q3 | $35M | Sell |
524,935
-74,469
| -12% | -$4.86M | 2.97% | 2 |
|
|
2016
Q2 | $37.2M | Buy |
599,404
+54,461
| +10% | +$3.4M | 2.75% | 2 |
|
|
2016
Q1 | $32.3M | Sell |
544,943
-179
| -0% | -$10.5K | 2.83% | 2 |
|
|
2015
Q4 | $36M | Sell |
545,122
-3,703
| -0.7% | -$241K | 3.09% | 3 |
|
|
2015
Q3 | $33.5M | Sell |
548,825
-13,890
| -2% | -$910K | 3.05% | 3 |
|
|
2015
Q2 | $38.1M | Sell |
562,715
-51,058
| -8% | -$3.33M | 3.04% | 1 |
|
|
2015
Q1 | $37.2M | Buy |
613,773
+111,449
| +22% | +$6.6M | 2.68% | 2 |
|
|
2014
Q4 | $31.4M | Buy |
502,324
+27,531
| +6% | +$1.66M | 2.91% | 2 |
|
|
2014
Q3 | $28.6M | Sell |
474,793
-27,829
| -6% | -$1.63M | 2.9% | 2 |
|
|
2014
Q2 | $29M | Sell |
502,622
-377
| -0.1% | -$21.2K | 3.28% | 3 |
|
|
2014
Q1 | $30.5M | Buy |
502,999
+3,298
| +0.7% | +$191K | 3.6% | 2 |
|
|
2013
Q4 | $29.2M | Sell |
499,701
-26,300
| -5% | -$1.44M | 3.55% | 1 |
|
|
2013
Q3 | $27.2M | Sell |
526,001
-198,773
| -27% | -$10.7M | 3.52% | 2 |
|
|
2013
Q2 | $38.3M | Buy |
+724,774
| New | +$36.8M | 3.33% | 2 |
|
Other funds holding JPM
VCM
VPM
Affinity Investment Advisors's JPM Position: Q1 2026 in Review
Affinity Investment Advisors increased its JPMorgan Chase (JPM) stake by 0.28% in Q1 2026, buying an estimated $11.8K and bringing the position to 14,196 shares worth $4.18M. The position accounts for 2.61% of the portfolio, ranked #4.
Affinity Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.3M in Q2 2013. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Affinity Investment Advisors held 14,196 shares of JPMorgan Chase worth $4.18M as of Q1 2026.
- Affinity Investment Advisors bought 39 JPMorgan Chase shares in Q1 2026, an estimated $11.8K.
- JPMorgan Chase made up 2.61% of Affinity Investment Advisors's portfolio in Q1 2026, its #4 holding.
- Affinity Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Affinity Investment Advisors's JPMorgan Chase position peaked at $38.3M in Q2 2013.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.