JPMorgan Chase & Co. shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Affinity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.9k | 307.56 |
| 2025-06-30 | $1.2M | 4.2k | 289.88 |
| 2025-03-31 | $1.0M | 4.3k | 236.20 |
| 2024-12-31 | $984k | 4.0k | 243.17 |
| 2024-09-30 | $826k | 3.9k | 210.88 |
| 2024-03-31 | $863k | 4.3k | 200.28 |
| 2023-12-31 | $714k | 4.2k | 170.09 |
| 2023-09-30 | $653k | 4.5k | 145.01 |
| 2023-06-30 | $610k | 4.2k | 145.46 |
| 2023-03-31 | $545k | 4.2k | 130.31 |
| 2022-12-31 | $571k | 4.3k | 134.11 |
| 2022-09-30 | $453k | 4.3k | 104.40 |
| 2022-06-30 | $488k | 4.3k | 112.68 |
| 2022-03-31 | $603k | 4.4k | 136.43 |
| 2021-12-31 | $698k | 4.4k | 158.31 |
| 2021-09-30 | $733k | 4.5k | 163.69 |
| 2021-06-30 | $759k | 4.9k | 155.63 |
| 2021-03-31 | $774k | 5.1k | 152.18 |
| 2020-12-31 | $645k | 5.1k | 127.07 |
| 2020-09-30 | $554k | 5.8k | 96.35 |
| 2020-06-30 | $674k | 7.2k | 94.09 |
| 2020-03-31 | $684k | 7.2k | 95.21 |
| 2019-12-31 | $1.1M | 8.0k | 139.45 |