Affinity Wealth Management LLC

SEC CIK: 0000810672
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 17,138
Value: $5.61M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Affinity Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,138	$5.61M	0.7%	00.0%	Unchanged	Holders
Q1 2026	17,138	$5.04M	0.8%	+43+0.3%	Added	Holders
Q4 2025	17,095	$5.51M	0.8%	−485−2.8%	Reduced	Holders
Q3 2025	17,580	$5.55M	0.8%	−276−1.5%	Reduced	Holders
Q2 2025	17,856	$5.18M	0.8%	−11−0.1%	Reduced	Holders
Q1 2025	17,867	$4.38M	0.8%	−835−4.5%	Reduced	Holders
Q4 2024	18,702	$4.48M	0.8%	+728+4.1%	Added	Holders
Q3 2024	17,974	$3.79M	0.7%	+170+1.0%	Added	Holders
Q2 2024	17,804	$3.60M	0.7%	+144+0.8%	Added	Holders
Q1 2024	17,660	$3.54M	0.7%	−45−0.3%	Reduced	Holders
Q4 2023	17,705	$3.01M	0.6%	−1,335−7.0%	Reduced	Holders
Q3 2023	19,040	$2.76M	0.6%	−42−0.2%	Reduced	Holders
Q2 2023	19,082	$2.78M	0.6%	+68+0.4%	Added	Holders
Q1 2023	19,014	$2.48M	0.6%	+885+4.9%	Added	Holders
Q4 2022	18,129	$2.43M	0.6%	+26+0.1%	Added	Holders
Q3 2022	18,103	$1.89M	0.5%	−2,732−13.1%	Reduced	Holders
Q2 2022	20,835	$2.35M	0.5%	+448+2.2%	Added	Holders
Q1 2022	20,387	$2.60M	0.5%	−2,460−10.8%	Reduced	Holders
Q4 2021	22,847	$3.43M	0.7%	+1,596+7.5%	Added	Holders
Q3 2021	21,251	$3.52M	0.7%	−571−2.6%	Reduced	Holders
Q2 2021	21,822	$3.34M	0.7%	−130−0.6%	Reduced	Holders
Q1 2021	21,952	$3.30M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.