First Affirmative Financial Network
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First Affirmative Financial Network’s JPMorgan Chase JPM Stock Holding History

First Affirmative Financial Network’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 		$972K Buy
+2,938
New +$1.03M 0.21% 88
2026
Q1 		$742K Buy
+2,521
New +$765K 0.29% 74
2025
Q3 		$727K Sell
2,305
-265
-10% -$78.8K 0.34% 59
2025
Q2 		$745K Sell
2,570
-105
-4% -$26.8K 0.38% 58
2025
Q1 		$656K Sell
2,675
-126
-4% -$32.1K 0.4% 62
2024
Q4 		$671K Sell
2,801
-3,586
-56% -$835K 0.39% 62
2024
Q3 		$1.35M Buy
6,387
+3,387
+113% +$713K 0.74% 24
2024
Q2 		$607K Buy
3,000
+306
+11% +$59.8K 0.42% 54
2024
Q1 		$540K Buy
2,694
+100
+4% +$18K 0.4% 66
2023
Q4 		$441K Buy
2,594
+80
+3% +$12.1K 0.35% 80
2023
Q3 		$365K Buy
2,514
+342
+16% +$51.3K 0.36% 86
2023
Q2 		$316K Buy
+2,172
New +$299K 0.32% 106
2022
Q1 		– Sell
-1,343
Closed -$213K – 158
2021
Q4 		$213K Buy
1,343
+82
+7% +$13.5K 0.19% 153
2021
Q3 		$206K Buy
+1,261
New +$198K 0.21% 148

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

First Affirmative Financial Network's JPM Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in JPMorgan Chase (JPM) in Q3 2026: 2,938 shares worth $972K. The stake represents 0.21% of the portfolio and ranks #88 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in JPM as recently as Q1 2026.

First Affirmative Financial Network first reported a position in JPM in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.35M in Q3 2024. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • First Affirmative Financial Network held 2,938 shares of JPMorgan Chase worth $972K as of Q3 2026.
  • JPMorgan Chase was a new First Affirmative Financial Network position in Q3 2026.
  • JPMorgan Chase made up 0.21% of First Affirmative Financial Network's portfolio in Q3 2026, its #88 holding.
  • First Affirmative Financial Network first reported a position in JPMorgan Chase in Q3 2021 and has held it in 14 quarters since.
  • First Affirmative Financial Network's JPMorgan Chase position peaked at $1.35M in Q3 2024.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.