Affinity Investment Advisors, LLC

SEC CIK: 0001520601
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Affinity Investment Advisors, 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): 13,621
Value: $4.46M
% of portfolio: 2.3%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Affinity Investment Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,621	$4.46M	2.3%	−575−4.1%	Reduced	Holders
Q1 2026	14,196	$4.18M	2.6%	+39+0.3%	Added	Holders
Q4 2025	14,157	$4.56M	3.0%	−52−0.4%	Reduced	Holders
Q3 2025	14,209	$4.48M	3.0%	−596−4.0%	Reduced	Holders
Q2 2025	14,805	$4.29M	3.2%	−676−4.4%	Reduced	Holders
Q1 2025	15,481	$3.80M	3.1%	−2,765−15.2%	Reduced	Holders
Q4 2024	18,246	$4.37M	3.6%	−7,886−30.2%	Reduced	Holders
Q3 2024	26,132	$5.51M	3.8%	−842−3.1%	Reduced	Holders
Q2 2024	26,974	$5.46M	4.1%	−402−1.5%	Reduced	Holders
Q1 2024	27,376	$5.48M	4.0%	−302−1.1%	Reduced	Holders
Q4 2023	27,678	$4.71M	3.2%	+2,208+8.7%	Added	Holders
Q3 2023	25,470	$3.69M	2.4%	−377−1.5%	Reduced	Holders
Q2 2023	25,847	$3.76M	2.2%	−3,094−10.7%	Reduced	Holders
Q1 2023	28,941	$3.77M	2.0%	+6,752+30.4%	Added	Holders
Q4 2022	22,189	$2.98M	1.4%	+1,814+8.9%	Added	Holders
Q3 2022	20,375	$2.13M	1.1%	−121−0.6%	Reduced	Holders
Q2 2022	20,496	$2.31M	1.1%	+845+4.3%	Added	Holders
Q1 2022	19,651	$2.68M	1.1%	−15,171−43.6%	Reduced	Holders
Q4 2021	34,822	$5.51M	2.2%	−287−0.8%	Reduced	Holders
Q3 2021	35,109	$5.75M	2.6%	+1,684+5.0%	Added	Holders
Q2 2021	33,425	$5.20M	2.3%	−16,520−33.1%	Reduced	Holders
Q1 2021	49,945	$7.60M	2.8%	–	–	Holders

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