A detailed history of Affinity Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Affinity Investment Advisors, LLC holds 26,132 shares of JPM stock, worth $6.29 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares
26,132
Previous 26,974 3.12%
Holding current value
$6.29 Million
Previous $5.46 Million 0.97%
% of portfolio
3.79%
Previous 4.1%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$194.9 - $224.8 $164,105 - $189,281
-842 Reduced 3.12%
26,132 $5.51 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $72,392 - $82,325
-402 Reduced 1.47%
26,974 $5.46 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $50,461 - $60,490
-302 Reduced 1.09%
27,376 $5.48 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $299,603 - $376,022
2,208 Added 8.67%
27,678 $4.71 Million
Q3 2023

Oct 26, 2023

SELL
$143.21 - $158.0 $53,990 - $59,566
-377 Reduced 1.46%
25,470 $3.69 Million
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $394,392 - $449,991
-3,094 Reduced 10.69%
25,847 $3.76 Million
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $843,392 - $970,937
6,752 Added 30.43%
28,941 $3.77 Million
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $184,955 - $250,041
1,814 Added 8.9%
22,189 $2.98 Million
Q3 2022

Nov 08, 2022

SELL
$20.73 - $120.58 $2,508 - $14,590
-121 Reduced 0.59%
20,375 $2.13 Million
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $95,155 - $114,843
845 Added 4.3%
20,496 $2.31 Million
Q1 2022

May 05, 2022

SELL
$128.3 - $168.44 $1.95 Million - $2.56 Million
-15,171 Reduced 43.57%
19,651 $2.68 Million
Q4 2021

Feb 04, 2022

SELL
$153.94 - $171.78 $44,180 - $49,300
-287 Reduced 0.82%
34,822 $5.51 Million
Q3 2021

Nov 08, 2021

BUY
$146.97 - $166.98 $247,497 - $281,194
1,684 Added 5.04%
35,109 $5.75 Million
Q2 2021

Aug 09, 2021

SELL
$147.37 - $166.44 $2.43 Million - $2.75 Million
-16,520 Reduced 33.08%
33,425 $5.2 Million
Q1 2021

May 13, 2021

SELL
$125.65 - $157.65 $62,573 - $78,509
-498 Reduced 0.99%
49,945 $7.6 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $536,569 - $706,255
-5,558 Reduced 9.92%
50,443 $6.41 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $263,799 - $300,039
2,890 Added 5.44%
56,001 $5.39 Million
Q2 2020

Aug 13, 2020

SELL
$84.03 - $113.45 $1.1 Million - $1.49 Million
-13,105 Reduced 19.79%
53,111 $5 Million
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $982,421 - $1.75 Million
-12,431 Reduced 15.81%
66,216 $5.96 Million
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $1.99 Million - $2.48 Million
-17,807 Reduced 18.46%
78,647 $11 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $1.43 Million - $1.64 Million
-13,666 Reduced 12.41%
96,454 $11.4 Million
Q2 2019

Aug 08, 2019

SELL
$104.64 - $116.12 $5.87 Million - $6.51 Million
-56,069 Reduced 33.74%
110,120 $12.3 Million
Q1 2019

May 07, 2019

SELL
$97.11 - $107.19 $7.05 Million - $7.79 Million
-72,640 Reduced 30.42%
166,189 $16.8 Million
Q4 2018

Feb 05, 2019

SELL
$92.14 - $115.32 $2.79 Million - $3.5 Million
-30,328 Reduced 11.27%
238,829 $23.3 Million
Q3 2018

Nov 09, 2018

BUY
$103.61 - $118.63 $4.55 Million - $5.21 Million
43,928 Added 19.5%
269,157 $30.4 Million
Q2 2018

Aug 07, 2018

SELL
$103.24 - $114.29 $5.57 Million - $6.16 Million
-53,936 Reduced 19.32%
225,229 $23.5 Million
Q1 2018

May 08, 2018

SELL
$107.01 - $118.77 $1.06 Million - $1.17 Million
-9,880 Reduced 3.42%
279,165 $30.7 Million
Q4 2017

Feb 07, 2018

SELL
$95.86 - $107.83 $1.64 Million - $1.85 Million
-17,111 Reduced 5.59%
289,045 $30.9 Million
Q3 2017

Oct 31, 2017

BUY
$88.42 - $95.51 $27.1 Million - $29.2 Million
306,156
306,156 $29.2 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $706B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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