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JPMorgan Chase & Co. shares owned by Affinity Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Affinity Wealth Management from 13F filings

Historical chart of Affinity Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Affinity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Affinity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 18k 315.43
2025-06-30 $5.2M 18k 289.91
2025-03-31 $4.4M 18k 245.30
2024-12-31 $4.5M 19k 239.71
2024-09-30 $3.8M 18k 210.86
2024-06-30 $3.6M 18k 202.26
2024-03-31 $3.5M 18k 200.30
2023-12-31 $3.0M 18k 170.10
2023-09-30 $2.8M 19k 145.02
2023-06-30 $2.8M 19k 145.44
2023-03-31 $2.5M 19k 130.31
2022-12-31 $2.4M 18k 134.10
2022-09-30 $1.9M 18k 104.51
2022-06-30 $2.4M 21k 113.03
2022-03-31 $2.6M 20k 127.58
2021-12-31 $3.4M 23k 150.30
2021-09-30 $3.5M 21k 165.78
2021-06-30 $3.3M 22k 152.87
2021-03-31 $3.3M 22k 150.19
2020-12-31 $2.5M 18k 138.01
2020-09-30 $1.8M 18k 100.15
2020-06-30 $1.7M 18k 96.62
2020-03-31 $1.6M 18k 93.25
2019-12-31 $3.3M 23k 139.41
2019-09-30 $2.7M 23k 117.69
2019-06-30 $2.4M 21k 111.82
2019-03-31 $2.1M 21k 101.23
2018-12-31 $2.1M 21k 97.60
2017-09-30 $561k 5.9k 95.49
2017-06-30 $519k 5.7k 91.39
2017-03-31 $510k 5.8k 87.89
2016-12-31 $472k 5.5k 86.27
2016-09-30 $364k 5.5k 66.54
2016-06-30 $340k 5.5k 62.16
2016-03-31 $324k 5.5k 59.23
2015-12-31 $347k 5.3k 66.10
2015-09-30 $237k 3.9k 60.89
2015-06-30 $259k 3.8k 67.55

More positions owned by Affinity Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U S Equity Factr (LRGF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Spdr Series Trust Aerospace Def (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Microsoft Corporation (MSFT)

View all positions for Affinity Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.