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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Quarterly reported holdings in JPMorgan Chase & Co. by Affinity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 | $519k | 5.7k | 91.39 |
| 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
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